Get a jump start on the US trading day with Dani Burger and Isabelle Lee on "Bloomberg Open Interest." Tech stocks slide as new warnings call for slowing the AI race, while Wall Street braces for the Fed with inflation raising the stakes. Nissan’s Christian Meunier says US auto tariffs were tough to navigate at first, but it helped the company expand its US footprint. Plus, Canada’s Prime Minister Mark Carney on reviving US trade talks. Barclays CEO C.S. Venkatakrishnan on the forces squeezing global bond markets. And former DeepMind scientist Alex Turner on AI safety, while Nancy Tengler explains why the sell-off could be a buying opportunity.
Chapters:
00:00:00 – Open Interest
00:02:31 – Anthropic, OpenAI, Elon Musk & Calls to Slow AI Development
00:06:49 – Anthropic Profitability, AI Regulation & What It Means for the IPO
00:10:03 – Fed Hike Odds Surge, Inflation Risks & Warsh’s Challenge
00:14:43 – C.S. Venkatakrishnan | Barclays CEO on Inflation, Bond Markets, AI & Banking
00:29:01 – Nancy Tengler, Laffer Tengler | Why the AI Trade Isn’t Over, Anthropic & Market Opportunity
00:36:35 – Top Calls | Nike Downgrade, Under Armour Risks & Stellantis Cut to Underweight
00:37:46 – Christian Meunier Nissan Americas | Nissan Turnaround, Hybrid Strategy, Tariffs & Competition
00:46:48 – AI Safety Concerns, Industry Pushback & Frontier Model Risks
00:50:21 – Fed Meeting Preview, Rate Hike Debate & What Warsh Won’t Say
00:53:21 – Kathy Bostjancic Nationwide Mutual Insurance | Why the Fed May Hike, Inflation Risks & 2027 Outlook
01:01:19 – High Interest | Saudi Oil Disruption, Texas Stock Exchange Growth & Canada-US Trade Tensions
01:02:25 – Mary Lovely Peterson Institute Senior Fellow | Canada-US Trade Fight, Tariffs & Global Economic Realignment
01:11:09 – Ambre Soubiran Kaiko | Tokenization, Blockchain Markets & the Future of 24/7 Trading
01:20:04 – Trump: US has regulation over AI companies
01:28:43 – Gold, Copper, AI Demand & Impact of Rising Yields
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