Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." JPMorgan’s Daniel Pinto warns AI valuations are due for a correction, while a potential AI bubble was ranked the biggest tail risk in a BofA survey. Both Microsoft and Amazon are downgraded at Redburn on AI-bubble concerns. The analyst behind the call joins us to explain his reasoning. Meanwhile, a widespread outage at Cloudflare blocks access to websites including ChatGPT, X and NJ Transit as the cyber company races for a fix. And earnings from Home Depot point to a weak consumer as the retailer faces mounting headwinds
Chapters:
00:00:00 – Open Interest
00:01:13 – Home Depot Cuts Outlook as Shoppers Spend Less
00:03:29 – Redburn Downgrades Microsoft, Amazon
00:07:36 – Bitcoin Erases 2025 Gains
00:11:18 – High Interest | Saudi Crown Prince visits the White House , Blue Owl, Cloudflare
00:12:48 – Cloudflare Outage Take Down Chatgpt, X, and others
00:18:38 – Gargi Chaudhuri BlackRock | Market at Risk of Further Selloff
00:22:54 – tock to Watch | Microsoft, Amazon, Home Depot
00:23:54 – Benchmark Stock Indexes Fall at the Open
00:39:06 – Top Calls | Honeywell, Flutter, Microsoft
00:40:23 – Cloudflare Outage Resolved
00:45:02 – Anastasia Amoroso Partners Group Private Wealth | Tech Weakness Persists Ahead of Nvidia Earnings
00:57:03 – Rachel Arnold Vista Equity Partners | The AI Bubble Debate
01:05:40 – Martin Schroeter Kyndryl | Kyndryl 2025 Readiness Report
01:11:52 – Alex Haissl Rothschild, Redburn Analyst | Redburn Cuts Microsoft, Amazon on Ai Economics
01:18:42 – Joe Feldman Telsey | Home Depot Hurt by Consumer Uncertainty
01:25:37 – Trump’s Approves Sales of F-35 Jets to Saudi Arabia
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