Get a jump start on the US trading day with David Gura on "Bloomberg Open Interest." Tech stocks pare morning gains as the sector’s recovery from a rocky week loses steam, while the S&P 500 turns lower and Brent crude extends its decline. Plus, China tariffs reportedly on hold ahead of the Trump-Xi summit, a changing of the guard at Berkshire, PwC CEO Paul Griggs on AI reshaping jobs, Mbappé’s stunning Nike exit, and new scrutiny of the Fed over SVB.
Chapters:
00:00:00 – Open Interest
00:01:20 – AI Safety Debate, Palantir’s Alex Karp & Why Software Stocks Are Rebounding
00:04:43 – Warren Buffett Steps Down as Chairman & Berkshire’s Next Chapter
00:07:46 – Trump-Xi Summit, China Tariffs, Rare Earths & Middle East Diplomacy
00:13:20 – High Interest | Lagarde Succession, Saudi Oil Disruption
00:14:28 – Fed Speak Returns, BOJ Rate Hike & Treasury Market Risks
00:17:41 – John Stoltzfus Oppenheimer | AI Earnings Boom, Market Resilience & Why This Isn’t a Bubble
00:31:58 – Top Calls | Netflix Downgrade, Etsy Upgrade & StubHub Upgrade
00:32:49 – AI Winners, Software Revival & Why Markets Are Giving AI Another Chance
00:38:30 – Active ETFs, Finding the Next Nvidia & Bitcoin ETF Flows
00:44:42 – Indrani De FTSE Russell | Rising Yields, AI Capex Boom, Credit Markets & Global Asset Allocation
00:52:31 – Trump-Xi Talks, AI Competition & U.S.-China Trade Strategy
00:57:51 – Silicon Valley Bank Review, Bank Oversight & Fed Regulation Changes
01:01:22 – Kylian Mbappé Leaves Nike, On Holding’s Big Bet & Sportswear Competition
01:05:33 – Paul Griggs PwC | AI and the Workforce, Productivity Gains & Future Job Creation
01:17:58 – Midterm Elections, Trump Strategy, Tariffs & Executive Power
01:23:06 – Qatar Economic Forum, Geopolitics, Gulf Investment & Global Diplomacy
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