Get a jump start on the US trading day with "Bloomberg Open Interest." China’s Moonshot is reshaping the AI race just as Big Tech heads into a critical earnings season. Oil whipsaws as traders weigh a possible ceasefire against escalating tensions in the Middle East. Boeing CEO Kelly Ortberg and Airbus CEO Guillaume Faury map out the future of next-generation jets. Plus, Nomura’s Andy Goldberg shares his midyear outlook, Partners Group’s Esther Peiner discusses a new infrastructure fund, and ADI CEO Rob Aarnes on demand for commercial and residential security.
Chapters:
00:00:00 – Open Interest
00:01:43 – Moonshot AI, China’s Kimi K3, Open-Source Models & AI Pricing Pressure
00:05:39 – Alphabet, Tesla, AI Capex, Compute Demand & Earnings Expectations
00:09:18 – Iran Conflict, Strait of Hormuz, Houthi Blockade & Oil Market Risks
00:12:32 – tHigh Interest | New UK Prime Minister Andy Burnham, Xi Jinping U.S. Visit & Boeing’s Next-Generation Jet Timeline
00:14:09 – Boeing Turnaround, Aircraft Demand, Supply Chains & Aviation Outlook
00:18:55 – Aoifinn Devitt Moneta Global Wealth| AI Spending Returns, Hyperscaler Risks, Market Rotation & Tech Valuations
00:31:34 – Top Calls | Netflix Upgrade, IBM Price Target Cut & Urban Outfitters Upgrade
00:32:18 – Jersey Mike’s IPO, Consumer Listings & IPO Market Rebound
00:36:08 – Guillaume Faury Airbus | Airbus Demand Outlook, China Orders, Aircraft Production & European Defense
00:46:43 – Andy Goldberg Nomura | China AI Competition, Portfolio Diversification, Small Caps & Earnings Risks
00:53:10 – Red Sea Disruptions, Saudi Shipping Risks, Iran Negotiations & Oil Supply
00:56:45 – High Interest | UK Government Transition, Miami Overtakes NYC Inflation & Spain Wins World Cup
00:58:37 – Esther Peiner Partners Group | $15B Infrastructure Fund, AI Buildout, Energy Security & Data Centers
01:05:41 – Rob Aarnes ADI Global Distribution | ADI Spin-Off, Security Technology, AI Adoption & Commercial Construction Trends
01:15:38 – Boeing CEO Kelly Ortberg | Boeing Turnaround, Aircraft Production, AI & Next-Generation Jets
01:21:45 – Nicky Shiels MKS PAMP | Gold, Silver, De-Dollarization, Iran Conflict & Fed Policy
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