Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." The S&P extends its winning streak as massive AI spending weighs on SpaceX. Citadel cashes in on a distressed hedge-fund bet, Wall Street bonuses surge, and Disney delivers another profit beat. Plus, Carlyle CFO Justin Plouffe, Brookfield CEO Connor Teskey, and Booking CEO Glenn Fogel on deals, fundraising, and resilient travel demand.
Correction: This video has been updated with a graphic reflecting Citadel’s performance.
Chapters:
00:00:00 – Open Inerest
00:01:08 – SpaceX Earnings, Starlink Expansion, AI Infrastructure Spending & Cloud Revenue Growth
00:04:29 – Disney Earnings, Streaming Profitability, Theme Parks & TikTok Partnership
00:07:07 – Eli Lilly, Novo Nordisk, Obesity Drugs, Pharma Pipelines & M&A Strategy
00:11:55 – CVS Earnings, Uber Outlook, Booking Holdings & Travel Demand
00:13:28 – High Interest | Strait of Hormuz Reopening Talks, Michigan Senate Race & Wall Street Bonus Forecasts
00:14:23 – Wall Street Bonuses, AI Workforce Changes, Investment Banking Recovery & Trading Revenues
00:18:33 – Citadel’s AI Trade, Situational Awareness Portfolio, Hedge Fund Performance & AI Volatility
00:23:38 – AI Trade Rotation, Hyperscaler Spending, Global Equity Markets & Investment Strategy
00:32:25 – Top Calls | Best Buy Downgrade, e.l.f. Beauty Upgrade & Booking Holdings Price Target Raises
00:33:27 – Glenn Fogel | Booking Holdings Earnings, Travel Demand, OpenTable Growth & AI’s Impact on Travel
00:41:35 – SpaceX Capex Surge, AI Infrastructure Buildout, Nvidia Relationship & Semiconductor Demand
00:44:14 – ISM Services, Employment Trends, Treasury Issuance & Fed Outlook
00:46:23 – AI Market Concentration, Healthcare Opportunities, Inflation Risks & Defensive Investing
00:54:05 – High Interest | Strait of Hormuz Agreement, SpaceX Falcon 9 Lunar Impact & Rising Banking Bonuses
00:55:15 – Chris Connors | Wall Street Compensation, AI Job Displacement, Hedge Fund Talent Wars & Private Credit Weakness
01:05:48 – Connor Teskey | Brookfield Fundraising, AI Infrastructure Boom, Energy Demand & Data Center Expansion
01:17:56 – Justin Plouffe | Carlyle Earnings, Private Equity Exits, Defense Investments & Private Credit Markets
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