Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Nvidia makes another massive AI bet, striking a nearly $13 billion deal for Hugging Face. Blackstone caps private-credit redemptions again, while Elliott takes aim at Deutsche Telekom’s T-Mobile strategy. Plus, Matchroom Chairman Eddie Hearn reveals the location of the Fury-Joshua battle and his next big US expansion. And BWH Hotels CEO Larry Cuculic joins us on shifting travel demand, rising costs and the World Cup boost.
Chapters:
00:00:00 – Open Interest
00:01:54 – Nvidia’s $13B Hugging Face Acquisition, AI Software Strategy & Broadcom Concerns
00:05:30 – Snowflake’s AI-Fueled Surge, Software Rebound & HP Enterprise Earnings
00:07:05 – Trump, Iran, Rising Energy Prices & Midterm Election Risks
00:12:17 – Blackstone Redemption Limits, Private Credit Anxiety & Elliott’s Telecom Push
00:16:12 – High Interest | Waller’s Inflation Warning, Record 401(k) Millionaires & Gloria Steinem’s Legacy
00:17:58 – Waller vs. Warsh, Fed Communication Strategy & CPI Stakes
00:23:40 – AI Valuations, Rising Yields, Safe Haven Concerns & S&P Outlook
00:32:19 – Top Calls | Deere Upgrade, Snowflake AI Optimism & Broadcom Mixed Reviews
00:33:24 – Nvidia’s Hugging Face Deal, Open-Source AI & Broadcom’s Customer Concentration Risk
00:44:23 – ISM Services Data, Inflation Pressures & September Fed Debate
00:47:56 – Katherine Bordlemay Goldman Sachs | Earnings Strength, AI Leadership, Rising Rates & Global Equity Allocation
00:54:33 – Iran Conflict Escalation, Strait of Hormuz Risks & U.S. Military Strategy
01:00:22 – Big Take | Virginia’s Data Center Revolt, AI Infrastructure Backlash & Community Opposition
01:06:02 – Larry Cuculic BWH Hotels| Travel Demand, Consumer Resilience & Best Western’s Growth Strategy
01:15:20 – Eddie Hearn Matchroom Sport | Matchroom Boxing, Women’s Sports Growth & Tyson Fury-Anthony Joshua Talks
01:24:23 – Record 401(k) Millionaires, Retirement Reality & Market Wealth Effects
——–
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