Get a jump start on the US trading day with Vonnie Quinn on “Bloomberg Open Interest.” Intel is offering $15 billion in common stock as it races to capitalize on booming AI demand. Oil advances as President Trump turns up the financial pressure on Iran, while Tehran rejects talks. And stocks hover near record highs ahead of the latest inflation data due later this week. Plus, GameStop may withdraw its $56 billion bid for eBay, Berkshire Hathaway CEO Greg Abel puts cash to work, and FreightWaves CEO Craig Fuller discusses Amazon’s push into trucking.
Chapters:
00:00:00 – Open Interest
00:01:16 – Intel Capital Raise, Meta Open-Source AI, Data Center Push & Apple Downgrade
00:05:43 – CPI, PPI, Fed Outlook, Inflation Week & Kevin Warsh’s Policy Approach
00:07:53 – Iran Standoff, Pentagon Munitions Shortages, Defense Production & Middle East Risks
00:13:16 – High Interest | White House Counsel Shakeup, Israel-Hamas Peace Proposal Rejection & Berkshire Share Buybacks
00:14:09 – Berkshire Buybacks, Greg Abel Capital Deployment, Alphabet Investment & Market Valuations
00:17:15 – Aoifinn Devitt Moneta | S&P 500 Target Raise, AI Monetization, Fed Uncertainty, Gold & Market Rotation
00:32:42 – Top Calls | Apple Downgrade, HPE Upgrade & Dick’s Sporting Goods Upgrade
00:34:02 – Leveraged ETF Boom, Semiconductor Trading, Bitcoin ETFs & Crypto Market Structure
00:43:47 – CPI Preview, Inflation Risks, Fed Expectations & September Rate Debate
00:47:17 – Shana Sissel Banrion Capital Management | Market Risks, Fed Communication, Consumer Health & Alternative Investments
00:57:12 – High Interest | Shein IPO Valuation, Microsoft AI Chip Expansion & Taylor Farms Food Recall
00:58:16 – Taylor Farms Recall, Food Safety Concerns, CDC Staffing & Salmonella Investigation
01:05:38 – Iran Negotiations, Strait of Hormuz, Trump Strategy & Midterm Political Risks
01:10:30 – Craig Fuller FreightWaves | Strait of Hormuz Shipping Risks, Freight Recovery, Arctic Trade Routes & Supply Chains
01:21:06 – Paramount-Warner Bros. Deal, Theatrical Releases & Antitrust Concerns
01:24:19 – Barrick Mining Clears Path For IPO
——–
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