Open Interest 11/4/2026

0 November 4, 2026 15:03

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Democrats sweep Congress in a midterm landslide, putting President Trump on the defensive and raising new risks for AI, Big Tech and Musk Inc. Rahm Emanuel breaks down the political fallout. Plus, John Stoltzfus on the market rally, with Ralph Schlosstein and Abby Joseph Cohen on regulation, dealmaking and what comes next for investors.

Chapters:
00:00:00 – Open Interest
00:02:49 – Blue Wave, Texas Shocker & Senate Power Shift
00:05:24 – Elon Musk’s Election Defeat, Texas Politics & Big Tech Scrutiny
00:07:43 – Treasury Refunding, Bond Markets & Economic Impact of the Election
00:10:07 – John Stoltzfus Oppenheimer | Markets, Data Centers & Why He’s Staying Bullish
00:13:13 – Annmarie Hordern Interviews Rahm Emanuel on Democratic Strategy, Trump Backlash & 2028
00:25:24 – Morning Movers | CVS, Kraft Heinz & McDonald’s
00:29:10 – Data Center Restrictions, Texas Policy Shifts & AI Infrastructure
00:39:49 – Top Calls | Constellation Brands, Lockheed Martin & Duolingo
00:41:05 – Washington Gridlock, Data Center Regulation & Bank Deregulation
00:45:26 – Defense Spending, Iran Strategy & Pentagon Priorities
00:49:33 – ISM Services, Economic Resilience & Government Shutdown Risks
00:51:25 – Ralph Schlosstein Evercore | M&A, AI Investment, Fiscal Risks & Divided Government
01:00:23 – CVS’ Historic Breakup, Healthcare M&A & Retail Pharmacy Risks
01:05:11 – AI Buildout Slowdown, Texas Data Center Backlash & Anthropic IPO Risks
01:11:34 – Kansas, Iowa & Michigan Election Surprises
01:14:07 – Abby Joseph Cohen Columbia | Economic Policy, Deficits, Regulation & Growth Outlook
01:23:34 – Texas Turning Blue, Musk’s Political Setback & Big Tech Scrutiny
01:27:21 – Democratic Priorities, Regulation, AI Oversight & 2028 Strategy
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