Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." AI remains front and center as Anthropic announces plans to spend $50 billion on data centers in the US and AMD predicts accelerating sales growth… driven by strong data center demand. Atlanta Fed President Raphael Bostic plans on retiring from the US central bank when his term ends on February 28. Plus, Ducati is firing up its first motocross bikes and heading off-road. The CEO joins us in the C-Suite.
Chapters:
00:00:00 – Open Interest
00:02:34 – AMD Data Center Revenue Growth
00:05:18 – Goldman: US to Lag Peers Over Next Decade
00:09:01 – House to Vote on US Funding Bill Today
00:14:01 – High Interest | Epstein, Car Loan, Mercedes F1
00:16:09 – Rodrigo Liang, SambaNova | Intel Reportedly in Talks to Buy Sambanova
00:22:33 – Stocks to Watch | Advance Micro Devices
00:23:55 – Meera Pandit, JPMorgan | Justifying High Valuations
00:32:45 – Top Calls | At&T, Bath & Body Works, Cava, Sweetgreen
00:34:16 – Dinner with Wall Street Executives
00:39:51 – Lily Drops CVS Drug Plan for Workers
00:44:13 – Anthropic Commits $50B to Build AI Data Centers in US
00:46:47 – Fed’s Bostic to Retire at End of Term in February
00:49:23 – Katrina Dudley, Franklin Templeton Public | NASDAQ 100 Slips as Tech Momentum Wanes
00:58:57 – Akila Grewal, Apollo | Credit Fueled AL Ternative Asset Firms’ 3Q Haul
01:08:11 – Jason Chinnock, Ducati | Ducati Announces First Off-Road Racing Program
01:18:54 – Longest US Government Shutdown
01:24:09 – Car Loan Delinquencies Hit 30-Year High
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