Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Stocks climb on reports the US and Iran may extend their truce, pending President Trump’s backing. Software splits as Salesforce disappoints, while Snowflake surges on AI demand. Plus, Goldman’s Ben Snider joins Bloomberg Open Interest on his higher S&P target, Sridhar Ramaswamy, the CEO of Snowflake gives his outlook, Miriam Wheeler calls AI a "generational opportunity” and Kayak’ CEO Peer Bueller weighs in on the travel rally after news of the potential ceasefire.
Chapters:
00:00:00 – Open Interest
00:02:05 – Snowflake Jumps on Sales Outlook, Amazon Deal
00:04:12 – Retail Earnings Point to Consumer Resilience
00:06:16 – Inflation Pressures Remain High
00:08:45 – Saira Malik, Nuveen | Stocks and Bonds Pare Losses After Inflation Data
00:13:54 – High Interest | US, Iran Trade Truce , Tilman, Ferrari
00:15:54 – Miriam Wheeler Goldman Sachs | AI Capex Driving Massive Financing Demand
00:25:40 – Stocks to Watch | Best Buy, Kohl’s, Dollar Tree Stores
00:27:02 – Ben Snider Goldman Sachs | AI Gains Will Eventually Broaden Out
00:35:51 – Top Calls | Agilent, Dick’s Sporting Good, Dollar Tree
00:37:04 – David Mericle Goldman Sachs | Oil Spike Driving Firmer Inflation Data
00:44:12 – Sridhar Ramaswamy Snowflake | Landmark Year Driven by AI Products
00:52:11 – New Home Sales Data
00:56:11 – Gabriel Santos JP Morgan | Economy Showing “Tale of Two Cities”
01:05:08 – Mark Benedetti Ardian | US, Iran Reach Deal
01:14:04 – WTI Crude Falls Below $90 a Barrel
01:21:12 – Peer Bueller KAYAK | Travel Stocks Jump After US-Iran Deal Report
01:29:04 – Stocks and Bonds Rise After US Iran Deal Report
01:34:29 – Anthony Soohoo Moneygram | Goldman Sachs Conference
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