Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Oracle earnings could set the tone for year-end as AI bubble fears linger. SpaceX eyes the biggest IPO ever and a new Bloomberg Intelligence survey shows execs putting AI disruption at the top of their worry list. Plus, Blue Owl’s Craig Packer discusses how the firm is navigating turbulent times. And the WTA strikes a record partnership with Mercedes-Benz. We talk to Marina Storti, WTA Ventures CEO.
Chapters:
00:01:53 – Ed Ludlow reports on Meta’s AI Model, SpaceX Plans IPO at $1.5 Trillion Valuation
00:06:12 – High Bar for Oracle, Adobe Earnings
00:13:35 – High Interest: US Plans Mandatory Social Media Checks, Dem Wins Miami Mayor Election
00:14:38 – Wall St. Builds Edge With AI Data
00:20:08 – Ann Miletti on Market Bubble, Fed Rate Decision
00:24:51 – Ann Miletti Says Tech Innovation Cycle Is Real
00:32:53 – Top Calls: PepsiCo, Biogen, Blue Owl
00:34:16 – Cracker Barrel Sinks as Logo Backlash Grows
00:39:04 – SpaceX IPO Plan Puts $2.9T of Listings Back on the Table
00:48:44 – Goldman’s Mericle on Fed Rate Decision
00:57:41 – High Interest: Report: Deepseek Built Models With Smuggled Chips, SpaceX Plans IPO at $1.5 Trillion Valuation
00:59:49 – Disruption Risk Puts AI Top of C-Suite Agenda
01:05:32 – Blue Owl’s Packer Says a Revived Fund Merger Is Unlikely
01:19:51 – Utah Eyes First-Ever PE Deal for College Football
01:23:19 – Mercedes-Benz to Become WTA’s Premier Partner
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