Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Anthropic’s mega IPO puts Wall Street on notice ahead of big tech earnings. Meta’s massive share offering and the AI deal boom deliver a windfall for Goldman Sachs. Plus Coca-Cola, UPS, JetBlue and Boeing earnings. We have the big read on corporate America outside of tech.
Chapters:
00:00:00 – Open Interest
00:01:05 – Anthropic’s S-1, AI Growth Slowdown, Compute Costs & Qualcomm-Anduril Partnership
00:04:23 – UPS Earnings, Consumer Demand, Shipping Volumes & Fuel Inflation
00:07:18 – JetBlue Turnaround, Boeing Earnings & Aerospace Demand Growth
00:12:14 – High Interest | Iran Talks, Israeli Elections & Goldman Sachs’ $210B AI Deal Wave
00:15:21 – Nancy Tengler Laffer Tengler | Big Tech Earnings, AI Spending, Anthropic Risks & Market Positioning
00:30:53 – Top Calls | JetBlue, Moderna & Broadcom Analyst Actions
00:31:49 – Anthropic’s Economics, AI Training Costs & Hyperscaler Spending
00:39:43 – Coca-Cola Earnings, Consumer Demand & Beverage Trends
00:43:54 – Consumer Confidence Surge, Housing Data & Fed Outlook
00:47:33 – Brooke May Evans May | Inflation Risks, December Rate Hike Odds & AI Investment Returns
00:54:14 – Bloomberg Invest Dallas | Capital Markets, Texas Growth & Data Center Politics
01:01:04 – Private Credit Consolidation, AI Financing & Software Lending Risks
01:05:12 – John Maldonado on Advent’s $30 Billion Fundraise, Buyout Strategy & M&A Opportunities
01:17:47 – Anthropic IPO Prospects, AI Capital Needs & Monetization Risks
01:22:41 – Midterm Elections, Energy Costs, Trump Campaign Strategy & Iran Tensions
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