Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Iran rejects President Trump’s 15-point peace plan, calling US talks illogical as tensions escalate. The war’s ripple effects hit corporate America as United and Dow warn of price hikes and supply strain. Arm shakes up the AI chip race with a major strategic pivot, while Citadel Securities cashes in on market volatility with a record trading haul. Bloomberg Open Interest breaks it all down with Goldman’s Mike Siegel on rising recession expectations, FreightWaves CEO Craig Fuller on a booming US freight market, and Northern Trust’s Anwiti Bahuguna on signs of retail investor fatigue.
Chapters:
00:00:00 – Open Interest
00:02:21 – Iran Rejects CeaseFire
00:05:50 – Stocks Pare Rally as Iran Rejects US Talks
00:08:05 – Palantir CTO: Iran First AI-Driven Conflict
00:13:31 – High Interest | Barclays, New Disney CEO, SpaceX IPO
00:15:02 – SpaceX to File for US IPO
00:19:06 – Kristen Bitterly Citi Wealth | Iran Resolution
00:23:10 – Stocks to Watch | Arm Holdings, Intel, Advance Micro Devices
00:32:29 – Top Calls | General Motors, Mondelez International, Arm Holdings
00:33:51 – Arm to Sell Own Chips, Eyes Sales Goal of $15B
00:39:30 – Markets Face Dual Shock to Growth
00:45:05 – Iran Will End War at Time of Own Choosing : Press TV
00:48:50 – Nancy Tengler Laffer Tengler | Iran
00:56:49 – Mike Siegel Goldman Sachs Asset Management | GSAM’s Global Insurance Survey
01:06:22 – Craig Fuller FreightWaves CEO | Supply Chains Tighten Amid Gulf Disruptions
01:16:13 – Anwiti Bahuguna Northern Trust Asset Management | Stocks Rise, Oil Falls
01:22:24 – Katherine Doherty | Citadel Securities Post Record Year
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