Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Warner Bros. is back at the table with Paramount — and Netflix could be forced into another bidding war. Activists are circling: Starboard targets TripAdvisor, Elliott builds a major stake in Norwegian Cruise Line, and Jana is pushing for change at Fiserv. Meanwhile, Anthropic and the Pentagon hit turbulence over surveillance fears — just as investors dump software stocks on AI anxiety. And on Wall Street? The new trade isn’t tech — it’s teams. Goldman Sachs says sports could be the next asset class.
Chapters:
00:00:00 – Open Interest
00:01:47 – Activist Investors Target Travel Industry
00:08:07 – Bank CEO Compensation Passes 2006, 2021 Record
00:12:19 – High Interest | Iran-US Talks, Thrive Capital, Anthropic
00:14:20 – Anthropic’s Pentagon Talks Hit Snag
00:19:46 – Brian Levitt Invesco | Equity Futures Drop as AI Workers Linger
00:22:47 – Stocks to Watch | Warner Bros, Paramount, Netflix
00:32:25 – Top Calls | Bath & Body Works, Southwest Airlines, Warner Bros.
00:33:20 – Warner Bros. Reopens Deals Talks with Paramount
00:40:43 – General Mills Warns of Slumping Sales
00:44:22 – Sitara Sundar JPMorgan | Software Selloff
00:54:44 – David Manlowe Benefit Street Partners | BOFA Survey
01:02:07 – Anthropic’s Pentagon Talks Hit Snag
01:05:33 – Vania Lacascade Lancôme | Longevity-focused Skincare Line
01:13:40 – Dave Dase Goldman Sachs Global Co-Head of Sports | Private Capital
01:22:21 – Trading Diary | Fedspeak, Walmart Results, SCOTUS Ruling
01:22:51 – Iran: Agreed to “Principles” of Nuclear Deal with US
——–
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