Get a jump start on the US trading day with Matt Miller and Dani Burger on “Bloomberg Open Interest.” AI anxiety is back—and markets are feeling it. Anthropic demonstrates Claude’s newest capabilities, as investors question just how fast this AI race is moving. JPM’s Jamie Dimon warns he’s seeing echoes of the pre-2008 lending boom. And a blockbuster Meta-AMD deal signals AI spending is only accelerating. We sit down with Chicago Fed President Austan Goolsbee, the CEO of SambaNova after a fresh cash raise, and Baker Hughes CEO Lorenzo Simonelli joins Bloomberg Open Interest on geopolitical oil risks.
Chapters:
00:00:00 – Open Interest
00:03:00 – Citrini Report Says AI May Significantly Displace Workers
00:03:52 – Ai Risks to Economy, Stocks, Private Markets
00:06:55 – Meta to Spend Tens of Billions on AMD Gear
00:10:41 – Home Depot Warns of Macroeconomic Challenges
00:12:43 – High Interest | Market since Trump Elect, WBD Deal, Arini
00:14:44 – Dana D’Auria Envestnet | Global Intelligence Crisis
00:22:38 – Stocks to Watch | Meta, Advanced Micro, IBM
00:24:07 – Michael McKee interviews Chicago Fed President Austan Goolsbee from NABE
00:38:48 – Top Calls | Blue Owl, Booking Holdings, Qualcomm
00:40:05 – Anthropic Links AI Agent with Banking, HR Tools
00:52:20 – Katherine Bordlemay Goldman Sachs | Antropic Expands Claude Rach
01:01:26 – Rodrigo Liang SambaNova | Intel-Backed SambaNova Raise $50 Million
01:11:30 – Lorenzo Simonelli Baker Hughes | Global Energy Demand
01:17:52 – Anthropic Demonstrates Claude Capabilities
01:23:38 – Todd Gleason CECO Environmental | Thermon Deam Marks CECO’s Largest Acquisition
01:30:27 – Trump Faces High-Stakes State of the Union
——–
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