Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." The AI-fueled rally may be running on fumes — Citi warns investors could soon start taking profits. OpenAI’s influence keeps growing, but the market mania around it is sparking dot-com déjà vu. Billionaire Ken Griffin says the U.S. economy’s on a “sugar high” — and the flight to gold has him worried. Plus, Trilogy Metals rockets higher after Washington takes a 10% stake.
Chapters:
00:00:00 – Open Interest
00:06:03 – Constellation Brands
00:11:05 – High Interest | WTO, Shutdown, Carlyle Group, JP Morgan
00:13:40 – Ray Dalio Bridgewater Associates | Cutting Rates is Mixed
00:25:19 – Stocks to Watch | Dell, IBM, Advance Micro Devices
00:26:32 – Sinead Colton Grant, BNY Wealth | After Seven Days of Gains
00:33:46 – Top Calls | AMD, Fifth Third, D.R Horton
00:35:20 – David Malpass, Former World Bank President | Citadel Conference
00:44:10 – Big Data Deals of 2025
00:47:59 – Liz Ann Sonders, Charles Schwab | Fresh AI Fuel
00:56:23 – High Interest | Shutdown, CFA, JPMorgan
00:58:07 – Joseph Moore, Morgan Stanley | Upgrades Micron on Earnings Potential
01:08:54 – David Marcus, LightSpark CEO | Citadel Conference
01:16:51 – Tesla Plans to Unveil a Cheaper Model Y Today
01:23:10 – US to Take 10% Stake in Trilogy Metals
01:26:55 – Rep. Mike Johnson | Furloughed Workers Receive Backpay
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