Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." AI fears shake markets—pressuring software, ads, and Wall Street. Pharma splits as Eli Lilly surges and Novo Nordisk warns of a drop. Dealmaking roars back. Wells Fargo’s Mike Mayo on bank consolidation, plus Meredith Whitney and MNTN CEO Mark Douglas on markets, AI, and Google.
Chapters:
00:00:00 – Open Interest
00:02:15 – AMD’s AI-Fueld Forecast Fails to Satisfy Investors
00:06:28 – Uber Outlook Disappoints Despite Steady Demand
00:09:57 – Liily Gives Upbeat Outlook as Novo Sees Decline
00:13:38 – High Interest | XI & Trump, Miran, Sant Ander
00:15:47 – Mike Mayo Wells Fargo | Wells Fargo’s sees more Bank Mergers
00:23:18 – Stock to Watch | Eli Lilly, Novo Nordisk
00:25:30 – Ann Berry Threadneedle Ventures | Stocks Wavers as AI Threats Rattle Investors
00:32:50 – Top Calls | Cloudflare, Booking Holdings, Capri
00:40:01 – Eli Lily Surging Sales
00:44:40 – ISM Services PMI
00:47:15 – Meredith Whitney Meredith Whitney Advisory Group | Wall Street Stock Rotation as Tech Slides
00:57:24 – John Jovanovic Export-Import Bank | Trump Administration Host Critical Minerals
01:05:32 – Mark Douglas MNTN | Ai Threats Rattle Investors
01:14:53 – Michael O’Leary Cinema United | Netflix, WBD Defend Deal in Senate
01:22:51 – Joe Weisenthal | Private Equity’s Software Bets Unravel
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