Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Wall Street splits on AI as Ken Griffin warns of a bubble and Larry Fink says keep building. Musk weighs a $3.5 trillion SpaceX-Tesla tie-up. United warns on rising fuel costs, while Netflix growth slows. Plus, Per Franzen on AI overinvestment, Matthew Condon on Netflix’s next act, and Sagar Gupta joins us on activist opportunities in tech and media.
Chapters:
00:00:00 – Open Interest
00:02:01 – SpaceX Earnings, Tesla Merger Discussions & AI Revenue Surge
00:04:54 – United Airlines, Fuel Costs & Premium Travel Demand
00:07:45 – Meta Earnings, AI Monetization & Compute Capacity Economics
00:12:53 – High Interest | France Unrest, Airline Profit Pressures & Netflix Growth Slowdown
00:14:07 – Matthew Condon Citizens | Netflix’s Growth Challenges, Content Strategy & Sports Rights Opportunities
00:22:59 – Aoifinn Devitt Moneta | AI Spending Risks, Bubble Concerns & Election Market Impact
00:31:51 – Exclusive | EQT CEO Per Franzen on AI Investment, Data Centers & Private Markets
00:32:11 – Top Calls | United Airlines Upgrade, Zoom AI Momentum & Chipotle Downgrade
00:34:14 – AI Infrastructure Demand, Cost of Capital & Data Center Capacity Constraints
00:43:51 – AI Bubble Risks, Portfolio Positioning & Fixed Income Strategy
00:52:51 – Tesla-SpaceX Merger Mechanics, Governance & Shareholder Questions
00:55:52 – Sagar Gupta Anson Funds | AI Activism, Small-Cap Opportunities & Lionsgate M&A
01:04:56 – Ken Griffin on AI Bubble Risks, GPU Economics & Anthropic Spending
01:13:33 – Kyle Clark Beta Technologies | Electric Aviation & FAA Milestone Approval
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