AI euphoria hits a reality check as Broadcom’s weak outlook reignites fears the chip-fueled rally has gone too far. Plus, Jamie Dimon pitches the SpaceX IPO to the bank’s high-net-worth clients. Blackstone’s private credit fund limits redemptions for the first time, VistaJet’s Leona Qi join us on the private aviation boom, Ciena CEO Gary Smith joins “Bloomberg Open Interest” on surging AI network demand, and Education Under Secretary Nicholas Kent discusses the future of struggling colleges.
Get a jump start on the US trading day with Matt Miller and Dani Burger on Bloomberg Open Interest.
Chapters:
00:00:00 – Open Interest
00:01:04 – Blackstone Limits Withdrawals
00:03:47 – Broadcom Tests AI Trade
00:07:43 – SpaceX IPO
00:11:40 – Israel Lebanon Reach Ceasefire
00:15:55 – Blackstone Refund Cap
00:18:58 – AI Bubble Will Bust Eventually: Ray Dalio
00:20:33 – S&P Futures Fall, Broadcom Disrupts AI Trade
00:28:04 – Broadcom Stock
00:33:04 – Jamie Dimon to Pitch Clients on SpaceX
00:39:28 – Liftoff CEO on App Monetization
00:48:44 – AI Capex Remains Key Market Fuel: Goldman Sachs
00:57:28 – Ciena President & CEO Gary Smith
01:06:11 – VistaJet President Leona Qi
01:16:23 – Not All Colleges Will Survive the Decade: US Department of Education
01:23:25 – Bloomberg Money
01:25:57 – Tom Keene, Scarlet Fu
——–
More on Bloomberg Television and Markets
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