AI Winners vs Losers on Wall Street | Open Interest 02/11/2026

Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." A blowout jobs report. January payrolls crushed estimates and unemployment unexpectedly fell — giving investors a dose of relief as markets punish companies on the wrong side of AI. Plus, m ore earnings rolling in — Ford, Kraft, Mattel and more — offering a fresh read on the American consumer. And Hasbro’s turnaround gains momentum, fueled by a Magic: The Gathering surge — the CEO joins us in the C-Suite. And a major defense deal: a new $300 million platform backed by former House Speaker Kevin McCarthy. We speak with him and the CEO behind it.

Chapters:
00:00:00 – Open Interest
00:01:43 – US Adds 130k Jobs in January, Double Estimates
00:02:12 – Pierre Yared Acting Chairman of the White House Council of Economic
00:10:55 – Top Calls | Zelenskiy Peace Talks, USMCA Deal, Ford
00:12:16 – Ford Sees Profit Rebound After Tariff Hit
00:14:55 – New Kraft Heinz CEO Pauses Split
00:23:10 – Stock to Watch | Kraft Heinz Co
00:25:13 – Katrina Dudley Franklin Templeton | Jobs Report
00:34:04 – Dan Ives Wedbush | Big Tech Winners
00:40:48 – Nike CEO on Opportunities in Outdoor Market
00:44:02 – Omair Sharif Inflation Insights | Wall Street Boosted by Payrolls Report
00:54:13 – Kevin McCarthy Former Speaker of the House and Ignium board member
01:03:49 – Darren Farber Ignium Chairman | Albion Create Ignium
01:08:01 – Chris Cocks Hasbro | Return to Growth
01:18:18 – Nike CEO Hill Sees Turnaround Picking Up
01:23:18 – Angus Pacala Ouster | Expands into AI Vision
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More on Bloomberg Television and Markets

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AI Winners vs Losers on Wall Street | Open Interest 02/11/2026

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