Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." The AI trade faces its next big test as Micron takes the earnings spotlight. Meanwhile, South Korea’s SK Hynix pursues a landmark US listing to help fund its AI ambitions. BlackRock’s Gargi Chaudhuri, Simplify’s Paisley Nardini and Hollow Brook’s Philip Richter discuss where investors can find opportunity and what risks they’re watching. Plus, MNTN CEO Mark Douglas discusses how AI and live sports are fueling a global advertising boom around the World Cup.
Chapters:
00:00:00 – Open Interest
00:01:31 – OpenAI Announces First Custom AI Chip Broadcom
00:08:43 – Trump: Gas Prices Lower than Under Biden
00:14:00 – High Interest | Mamdani Allies Win Key Primaries, Data Centers
00:15:37 – Meta, Microsoft Lead $850B Data Center Lease Boom
00:24:03 – Gargi Chaudhuri BlackRock | Oil Falls Below $75 as More Ships Cross Hormuz
00:35:46 – Top Calls | Apogee Therapeutics, Twillo, Take-Two
00:37:15 – AI Memory Demand & Supply
00:40:40 – Housing Bill & Policy Impact
00:44:30 – Micron Earnings Deep Dive
00:50:10 – Paisley Nardini Simplify Asset Management | AI Dominance vs Overlooked Market Themes
00:57:52 – Jason Thomas Carlyle | Policy, AI Boom & Economy
01:00:02 – AI Capex Surge & Growth Outlook
01:03:03 – Midterm Politics & Market Implications
01:06:00 – Mark Douglas MNTN | Advertising Industry & AI
01:09:07 – Open Source vs Proprietary AI Models Debate
01:17:48 – Philip Richter Hollow Brook | The Global Dash for AI Cash
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More on Bloomberg Television and Markets
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