Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.”AI stocks are back in the driver’s seat as Anthropic’s growth fuels fresh optimism.,Plus, Jane Street takes a stunning $15 billion July loss, its first losing month in a decade.And President Trump pressures Oman and South Korea as the Iran war strains alliances.
Chapters:
00:00:00 – Open Interest
00:01:23 – Anthropic’s 14x Revenue Growth, OpenAI Run Rate, Nvidia Financing & AI Infrastructure Boom
00:04:32 – AI Credit Markets, Hyperscaler Debt Issuance, Private Capital & Data Center Financing
00:09:17 – Trump Threatens Oman, Strait of Hormuz Tensions, LNG Shipping Risks & South Korea Dispute
00:14:40 – High Interest | Jane Street’s $15B Loss, Rising Beef Prices & AstraZeneca Lung Cancer Trial Failure
00:15:32 – AstraZeneca Trial Setback, Lung Cancer Pipeline, Bristol Myers M&A Speculation & Drug Development Risks
00:18:36 – Kristina Hooper Man Group | Inflation Risks, AI Capex Boom, Consumer Weakness, Higher Yields & Market Valuations
00:32:55 – Top Calls | Apple Upgrade, Okta Upgrade & Etsy Initiation at Neutral
00:34:10 – Anthropic Growth, OpenAI Competition, AI Data Center Capacity, Token Pricing & AI IPO Outlook
00:40:00 – Stripe’s OpenRouter Acquisition, AI Infrastructure, Token Economics & Generative AI Monetization
00:44:28 – Walmart, Target, Consumer Health, Dividend Stocks & Retail Earnings Outlook
00:52:26 – Oman Tensions, Iran Negotiations, Strait of Hormuz Shipping & South Korea Military Drills
00:57:37 – High Interest | Barclays Leadership Shakeup, Family Offices Buying SpaceX & Jane Street’s $15B Trading Loss
00:58:34 – Jane Street Losses, Situational Awareness Exposure, AI Investments & Market-Making Risks
01:05:03 – Ali Kashani Serve Robotics | Serve Robotics, Doordash Partnership, Delivery Automation, Robotics Economics & AI Deployment
01:17:21 – Ferrari EV Auction Record, Luxury Auto Demand & Wealth Effects from AI
01:21:44 – Megan O’Connor Nth Cycle | Critical Minerals, U.S. Supply Chain Independence, Battery Materials & China Competition
——–
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