Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Warner Bros. is back at the table with Paramount — and Netflix could be forced into another bidding war. Activists are circling: Starboard targets TripAdvisor, Elliott builds a major stake in Norwegian Cruise Line, and Jana is pushing for change at Fiserv. Meanwhile, Anthropic and the Pentagon hit turbulence over surveillance fears — just as investors dump software stocks on AI anxiety. And on Wall Street? The new trade isn’t tech — it’s teams. Goldman Sachs says sports could be the next asset class.
Chapters:
00:00:00 – Open Interest
00:01:47 – Activist Investors Target Travel Industry
00:08:07 – Bank CEO Compensation Passes 2006, 2021 Record
00:12:19 – High Interest | Iran-US Talks, Thrive Capital, Anthropic
00:14:20 – Anthropic’s Pentagon Talks Hit Snag
00:19:46 – Brian Levitt Invesco | Equity Futures Drop as AI Workers Linger
00:22:47 – Stocks to Watch | Warner Bros, Paramount, Netflix
00:32:25 – Top Calls | Bath & Body Works, Southwest Airlines, Warner Bros.
00:33:20 – Warner Bros. Reopens Deals Talks with Paramount
00:40:43 – General Mills Warns of Slumping Sales
00:44:22 – Sitara Sundar JPMorgan | Software Selloff
00:54:44 – David Manlowe Benefit Street Partners | BOFA Survey
01:02:07 – Anthropic’s Pentagon Talks Hit Snag
01:05:33 – Vania Lacascade Lancôme | Longevity-focused Skincare Line
01:13:40 – Dave Dase Goldman Sachs Global Co-Head of Sports | Private Capital
01:22:21 – Trading Diary | Fedspeak, Walmart Results, SCOTUS Ruling
01:22:51 – Iran: Agreed to “Principles” of Nuclear Deal with US
——–
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
