Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." A cloudy outlook for Big Tech — Oracle’s results reigniting worries over stretched valuations and AI spending. Disney announces a $1 billion stake in OpenAI, clearing the way for Mickey, Marvel, and more to show up on Sora. Plus — Lilly surges on what could be its most powerful obesity treatment yet, and the fight for Warner Brothers turns political. And Victor Khosla, the Founder and CIO of Strategic Value Partners joins Bloomberg Open Interest with his read on private credit heading into 2026.
Chapters:
00:00:00 – Open Interest
00:03:11 – Oracle Drops on Disappointing Cloud Sales
00:08:35 – "Silent Dissents" Reveal a Divided Fed
00:09:48 – New Lilly Shot Cuts Body Weight By 23% in Study
00:14:35 – High Interest | Mexican Tariffs, Amercian Airlines, Jet Blue
00:17:44 – Trump: Warner Bros Deal Must Include CNN Sale
00:22:59 – Stock to Watch | Oracle, Disney, Eli Lily
00:25:58 – Jitania Kandhari Deputy CIO of Solutions | Oracle Shares Tumble
00:32:01 – Top Calls | Union Pacific, Boot Barn, Oracle
00:33:33 – Disney Will Make a $1 Equity Investment in OpenAI
00:39:56 – New Lilly Shot Cut Body Weight By 23% in Study
00:45:14 – Tom Becker BlackRock | Equities Slide as AI Spending Fears Renew
00:54:13 – Victor Khosla SVP | Outlook for Private Credit Heading into 2026
01:05:43 – Caitlin Zulla Lumexa Imaging | Raises $462.5 Million in IPO
01:13:33 – Sucharita Kodali, Forrester Research | Costco to Report After the Bell Today
01:22:06 – Trump Reiterate Criticism of Powell
——–
More on Bloomberg Television and Markets
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