Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Yields fall and stocks jump on an inflation surprise, with Micron facing a key earnings test. President Trump strikes an AI accord as OpenAI chases a $1.4 trillion valuation. Plus, Apple makes its long-awaited smart-home push. And Citadel CEO Ken Griffin on his $3 billion gift to Carnegie Mellon, while KKR’s Christopher Sheldon breaks down the $8 trillion AI funding gap.
Chapters:
00:00:00 – Open Interest
00:01:14 – Cooler PCE, Strong Consumer Spending & Fed Rate Outlook
00:04:27 – Apple’s Smart Home Push, OpenAI Safety Delays & AI Funding Boom
00:08:02 – Max Kettner, HSBC | Micron Earnings, AI Leadership & Why Investors Remain Bullish
00:11:26 – Ken Griffin & Farnam Jahanian | New CMU Miami campus
00:23:31 – Oracle Power Constraints, AI Infrastructure Demand & CoreWeave Growth
00:37:01 – Top Calls | Moderna, FICO, Coreweave
00:38:02 – Sam Altman on AI Safety, OpenAI Growth & IPO Timing
00:44:21 – Apple’s Smart Home Push, Siri AI & Micron Earnings Stakes
00:49:41 – Sitara Sundar JPMorgan | AI infrastructure opportunity
01:00:25 – Chris Sheldon KKR | AI concentration risk
01:07:06 – Robinhood’s 24/7 Trading Push & AI-Powered Investing
01:13:46 – Raymond Joabar, American Express Group | Corporate productivity tools
01:21:44 – Oil flows recover toward prewar levels
01:27:35 – Paramount-Warner financing
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