Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." A new quarter begins with stocks battling a relentless rise in yields. Micron fuels the AI trade, Google rolls out Gemini 4 Argon, and Netflix plots its next act. Plus, Citi’s Kate Moore on why she’s betting on stocks, Carlyle’s Mark Jenkins joins us to talk about hidden AI credit risks, and Aston Martin CEO Adrian Hallmark unveils the company’s newest luxury SUV as it embarks on the road to a turnaround.
Chapters:
00:00:00 – Open Interest
00:03:31 – Micron Earnings, AI Memory Demand & Margin Sustainability
00:07:14 – Media & Streaming Shakeup
00:12:04 – High Interest | Blackstone, Ben Affleck, Google
00:13:40 – Google’s Gemini 4 Argon, OpenAI Competition & Microsoft’s Best Quarter Since 1998
00:18:32 – Kate Moore Citi Wealth | AI concentration risks
00:32:15 – Top Calls | Microsoft, NVR, Occidental Petroleum
00:33:05 – Bill Ackman | Pershing Square
00:36:22 – M&A Slows, IPO Delays & Why Dealmakers Are Hesitating
00:54:37 – Mark Jenkins Carlyle | Private credit concentration risk
01:16:03 – Adrian Hallmark Aston Martin CEO | New DBX GT launch
01:25:40 – Jobs Report Preview
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