Get a jump start on the US trading day with "Bloomberg Open Interest." An $800 billion wipeout in Big Tech stocks, but Intel delivers an AI bright spot. President Trump rebuilds his tariff wall while threatening a "massive attack" on Iran. As investors head into the weekend, Marta Norton of Empower and Marija Veitmane of State Street Global Markets break down what’s driving markets. Dartmouth College Professor of Economics Douglas Irwin analyzes President Trump’s latest tariff plan. Plus, a look inside Singapore Exchange’s global expansion strategy.
Chapters:
00:00:00 – Open Interest
00:01:29 – Intel Turnaround, AI Demand, Foundry Growth & Capex Challenges
00:06:42 – Trump Tariffs, Forced Labor Policy, USMCA Negotiations & Trade Risks
00:13:20 – High Interest | UN Secretary-General Race, SK Hynix Memory Deals & SpaceX Starship Transition
00:14:01 – SpaceX Starship Strategy, Falcon 9 Wind-Down & Launch Market Risks
00:18:17 – Marta Norton Empower | AI Trade Reset, Mag 7 Valuations, Hyperscaler Spending & Market Outlook
00:32:00 – Top Calls | Albertsons Downgrade, Oracle Price Target Increase & Intel Target Raised to $85
00:32:58 – Intel Earnings, AI Infrastructure Demand, Data Centers & Semiconductor Competition
00:47:40 – Marija Veitmane State Street | AI Earnings, Tech Valuations, U.S. vs Europe & Equity Strategy
00:57:57 – Douglas Irwin, Professor of Economics at Dartmouth College | Tariffs, Trade Policy & Global Supply Chains
01:08:09 – Boon Chye Loh SGX | Singapore Exchange Growth, MSCI Partnership, IPOs & Global Markets
01:16:08 – Trump Trade Agenda, Tariff Strategy, Midterms & Washington Outlook
01:22:23 – Week Ahead | Fed Decision, Kevin Warsh, Big Tech Earnings & Bank of England
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