Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Markets face a critical earnings test as Nvidia reports results with investors wary of AI spending. And a cautious consumer… Retail results this morning signal shoppers are turning to cheaper options as the economy shows signs of stress. Plus, Credit markets are far from panicking, but money managers say more caution is seeping in. Fortress Co-CEOs Jack Neumark and Drew McKnight join Bloomberg Open Interest with their insights.
Chapters:
00:00:00 – Open Interest
00:02:00 – Stock Rally Revival Hangs on NVIDIA Earnings
00:06:43 – Target Narrows Profit Forecast on Soft Demand
00:08:35 – Lowe’s Profit Tops Estimates
00:11:08 – Blue Owl Calls off Merger of it Two Private-Credit Funds
00:12:55 – Energy CEOs Speak at US-Saudi Arabia Investment Forum
00:16:50 – Jack Neumark and Drew McKnigh Fortress | AI Bubble Fears Creep into US Credit Markets
00:28:05 – Stock to Watch | Nvidia, Target
00:29:51 – Stock Rally Revival Hangs on Nvidia Earnings
00:32:45 – Andrew Slimmon, Morgan Stanley | Equity Indexes Open Marginally Higher
00:41:28 – Top Calls | Molson Coors, DoorDash, Amer Sports
00:42:47 – John McKenzie TMX Group | Opens New Office in Manhattan
00:51:00 – Gabriela Santos, JPMorgan Asset Management | Stocks Rout Pauses Ahead of Nvidia
00:59:00 – Hassert Speaks at Bloomberg Insights &Innovation Summit
01:04:59 – Raj Dhanda, Ares Management | Private Credit Cracks and Opportunities
01:12:16 – Ted Maloney, MFS Investment Management | Wall Street Executive Urge Caution
01:22:16 – Bob Sloan, S3 Partners | Stock Rally Revival Hangs on Nvidia Earnings
01:28:18 – Retailers Report | Target, Lowes
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