Inflation Climbs, Tech Cools and Dimon Warns on Market Exuberance | Open Interest 5/12/2026

Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest."  US inflation heats up in April, with gas, rent and food all climbing. The tech rally loses steam, while South Korean stocks swing on a proposal to distribute AI profits to citizens. JPMorgan CEO Jamie Dimon warns there’s “too much” market exuberance, saying AI is real — but there will be winners and losers. LNG pioneer Charif Souki joins us as the Iran stalemate keeps energy markets on edge. Plus, Rockpoint Co-CEO Tom Gilbane on what’s hot — and what’s not — in real estate.

Chapters:
00:00:00 – Open Interest
00:02:18 – Stocks and Bonds Hold Losses After Inflation Data
00:06:45 – AI Stock Sensitivity
00:10:10 – Ebay: Gamestop Offer Not “Credible”
00:14:01 – High Interest | Ceasefire Fragile, Stramer, Hims & Hers
00:15:05 – Hims’ Obesity Drug Pivot Comes With Rising Cost
00:20:16 – Kristen Bitterly Citi Wealth | Stocks and Bond Hold Losses After Hot CPI Data
00:23:25 – Stocks To Watch | Intel, Micron, Advance Micro
00:33:53 – Jamie Dimon CEO JPMorgan | JP Morgan Global Conference
00:49:45 – Dimon: “Too Much” Exuberance in Market
00:54:33 – Warsh Clears First Senate Vote for Fed Chair
00:56:59 – Paisley Nardini Simplify Asset Management | Tech Rally Falters Amid Stalemate
01:09:43 – Starmer Dares UK Challengers to Take Him On
01:13:42 – Tom Gilbane Rockpoint | See Selective Opportunities in CRE
01:24:42 – Charif Souki Cheniere Energy | Gas Markets in Focus as Hormuz Risks Rise
01:33:17 – Trump, XI Set for High-Stakes Summit
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