Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Inflation fears rattle markets as Meta leads a massive earnings week. Nvidia-backed Nscale faces a valuation reality check, while Trump-Zelenskyy tensions deepen. Plus, Proofpoint’s $6.3 billion Varonis deal; we talk with Thoma Bravo’s Seth Boro. And JPMorgan’s $230 billion economic-security push with Herman Chan, plus Ed Ludlow on Anthropic’s public-good pledge.
Chapters:
00:00:00 – Open Interest
00:01:32 – Earnings Volatility, AI Spending & Big Tech Expectations
00:03:32 – Nscale IPO Valuation Concerns, CoreWeave Pressure & Anthropic’s Public Benefit Fund
00:07:30 – AI Labor Disruption, Anthropic’s Equity Fund & AI’s Economic Impact
00:12:15 – Ukraine Tensions, Trump-Zelensky Conflict & Russia Policy
00:16:35 – Chris Verrone Strategas Partner | Chip Stocks, AI Trade Rotation & Market Leadership Shifts
00:30:28 – Top Calls | Intel Upgrade, Datadog Upgrade & Match Group Raised to Outperform
00:31:15 – Adam J. Greenlee Silgan | Silgan’s Trivium Acquisition, Packaging Consolidation & Consumer Trends
00:44:37 – SpaceX Earnings, CoreWeave Risks, AI Financing & Meta Monetization
00:46:53 – Shana Sissel Banrion Capital Management | AI Monetization, Tech Valuations & Why Investors Need ROI
00:58:32 – Seth Boro Thoma Bravo | Proofpoint’s $6.3B Varonis Deal, Cybersecurity Consolidation & AI Security Risks
01:05:42 – Escalating U.S.-Ukraine Rift, Russia Diesel Deal & Midterm Politics
01:09:01 – Leslie Vinjamuri The Chicago Council on Global Affairs| Trump, Putin, Ukraine, Europe & Global Security Risks
01:16:14 – High Interest | Saudi Arabia Security Threats, Houthi Attacks & Middle East Escalation
01:19:46 – Elon Musk’s SpaceX Share Giveaway Proposal & Anthropic’s AI Benefit Fund
01:23:42 – Kathy Kriskey, Invesco | Copper’s Massive Rally, Tariff Risks & AI Infrastructure Demand
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