Markets Eye Nvidia Earnings Amid AI, Credit Concerns | Open Interest 2/25/2026

Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest."
Nvidia faces a high-stakes earnings report as investor look for fresh evidence the AI spending boom remains on track. President Trump defends his economic policies in the State of the Union address and issues another warning to Iran. Plus, Mathieu Chabran, Co-Founder of Tikehau Capital, weighs in on mounting private credit fears as warnings of rising defaults and AI-driven disruption rattle investors.

Chapters:
00:00:00 – Open Interest Begins
00:00:55 – Morning Moves
00:01:12 – NVIDIA Earnings to Test Ai Outlook
00:06:16 – Warner Bros. Says Paramount’s New $31 Offer May Top Netflix
00:08:51 – Private Credit Default Rates Could Hit 15%, UBS Warns
00:14:28 – High Interest | Mortgage Rate Dropped
00:14:33 – Trump Defends Economic Record
00:24:03 – Sarah Hunt, Alpine Saxon Woods Chief Market Strategist
00:34:15 – Top Calls | Workday, IBM, ORACLE
00:45:05 – Ben Snider, Goldman Sachs Chief US Equity Strategist
00:54:16 – Chrystia Freeland, Bloomberg Wall Street Week contributor
01:00:43 – Elaine Kamarck, Brookings Governance Studies Senior Fellow
01:08:00 – Stephanie Ferris, FIS CEO
01:19:21 – Mathieu Chabran, Tikehau Capital Co-Founder
01:28:22 – Joshua Buchalter, TD Cowen Sr. Equity Research Analyst
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