Get a jump start on the US trading day with Matt Miller and Dani Burger on “Bloomberg Open Interest.” More bank earnings roll in with Bank of America and Morgan Stanley posting beats on 3Q trading revenue. A parade of data centers deals continues as the energy industry rushes to keep up with AI demand. HSBC’s Frank Lee shares his bullish outlook on Nvidia, raising the price target on the stock to a Street-high of $320. Plus, Blue Owl Chief Marc Lipschultz pushes back on JPMorgan CEO Jamie Dimon’s “cockroach” warning, in a fierce defense of private credit.
Chapters:
00:00:00 – Open Interest
00:02:14 – Morgan Stanley Trading Revenue Crushes Estimates
00:04:55 – Blackrock’s Gip Makes $40B AI Bet
00:08:28 – Trump Threatens China Cooking Oil Ban
00:11:52 – High Interest | Jamie Dimon, Oaktree
00:12:30 – Dimon Revives Fears of Cracks In Credit
00:13:15 – Regional Bank Earnings Show Stability
00:17:10 – Jay Hatfield, Infrastructure Capital Management | Stocks Bounce Back in Premarket Trading
00:22:51 – Stocks to Watch | Bank of America, Morgan Stanley, Nivdia
00:23:52 – Consortium Buys Aligned Data Centers fo $40B
00:33:21 – Top Calls | Nvidia, Uber., Citi
00:34:50 – Gerard Cassidy, RBC Capital Market | Big Banks Earning Fueled by Deals
00:39:14 – Stellantis Plans $13 Billion US Investment
00:45:23 – Sarah Ketterer, Causeway Capital Management | Stocks Climb
00:57:19 – House Speaker Johnson
00:59:41 – Blue Owl Chief on Private Credit Sector
01:05:58 – Mattias Eriksson, President of BlackBerry’s IoT Business Unit | QNX Unveils 2025 SDV Development
01:12:38 – Frank Lee, HSBC | Nvidia Upgraded at HSBC on AIGrowth
01:19:56 – ASML Order Beat Expectations
——–
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