Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Markets look past Iran tensions as Mike Wilson and Jensen Huang bolster the bull case. Apple eyes an AI-powered reset. Intel surges on reports Google will tap it for millions of AI chips. Plus, SpaceX counts down to the biggest IPO ever, and Ross Hamilton joins Bloomberg Open Interest to says the space economy is already powering life on Earth. And Al Rabil joins with his 20-year real estate super cycle call.
Chapters:
00:00:01 – Bloomberg: Open Interest begins
00:01:26 – Dip-Buyers Step in After Friday Selloff
00:04:41 – Oil Pares Gains as Iran Signals End to Attacks on Israel
00:08:22 – BREAKING: Google Ordered More Than 3M TPUs from Intel: Information
00:13:10 – High Interest | IMF, Mexico Pension, Bending Spoons
00:14:43 – SpaceX Set to Deliver the Biggest IPO Ever
00:19:47 – Morning Movers | Campbell’s, Corning, Strategy
00:24:11 – Ann Berry, Threadneedle Ventures Founder
00:33:07 – Top Calls | Crocs, Avis, Cummins
00:34:03 – Google Tapped Intel for Over 3 Million Chips: Report
00:39:48 – IATA Cuts Airline Profit Outlook
00:46:45 – Dana D’Auria, Envestnet Co-Chief Investment Officer & Group President
00:56:50 – High Interest | Bankman-Fried, Knicks, AI
00:58:06 – Blackstone Looks to Sell $2B of Private Fund Stakes
01:05:28 – Al Rabil, Kayne Anderson CEO
01:14:35 – Ross Hamilton, Space Network COO
01:23:21 – Trading Diary
01:23:44 – Gold Steadies as Traders Weigh US-Iran Diplomacy
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