Get a jump start on the US trading day with David Gura and Vonnie Quinn on “Bloomberg Open Interest.” The AI money machine keeps rolling as Intel, Nvidia and Anthropic line up billions. Meanwhile, oil erases earlier gains as Pakistan signals optimism over a US-Iran deal. And an inflation test looms as investors brace for key data that could shape the Federal Reserve’s next move. Plus, Peter Beck, Rocket Lab founder, president and CEO, says the company is pushing hard to launch its Neutron rocket for the first time this year.
Chapters:
00:00:00 – Open Interest
00:01:51 – Nvidia’s $500B AI Infrastructure Plan, Compute as an Asset Class & AI Financing Risks
00:04:17 – Rocket Lab Earnings, Neutron Rocket Delays, Space Competition & Growth Outlook
00:07:05 – Iran Peace Talks, Strait of Hormuz Blockade, Oil Market Risks & U.S. Strategy
00:12:30 – High Interest | Trump Assassination Threat Details, Apple’s iPhone Redesign & Hims Peptide Expansion
00:13:24 – Hims & Hers, Peptide Market Expansion, GLP-1 Transition & Telehealth Growth
00:17:51 – Nancy Tengler Laffer Tengler | Inflation Outlook, AI Financing Concerns, Nvidia, Productivity Growth & Kevin Warsh
00:31:47 – Top Calls | Boeing Upgrade, Airbnb Downgrade & First Solar Upgrade
00:32:56 – Nvidia Financing Structure, AI Infrastructure Risk, Intel Capital Raise & Compute Demand
00:44:36 – Iran Negotiations, Reparations Dispute, Hormuz Blockade & Escalation Risks
00:47:30 – Existing Home Sales, Mortgage Rates, CPI Preview & Fed Expectations
00:50:00 – Pooja Sriram Barclays | Inflation Outlook, Fed Policy, Labor Market Trends, Warsh Strategy & Oil Shock Risks
00:58:17 – High Interest | Chipotle Recall, Apollo’s Yankees Investment & Nvidia’s $500B Financing Coalition
00:59:15 – Nvidia Financing Coalition, Private Credit Boom, AI Infrastructure Debt & Systemic Risks
01:05:32 – Rocket Lab Strategy, Neutron Timeline, Space Industry Growth & Iridium Acquisition
01:16:00 – CoreWeave Earnings Preview, AI Compute Demand, Cloud Competition & Capacity Expansion
01:19:31 – Apollo-Yankees Deal, Sports Franchise Valuations & Private Equity in Sports
01:23:15 – Key Primary Elections, Progressive Democrats, Trump Endorsements & Senate Races
——–
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