Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Election Day is here, with control of Congress and President Trump’s second-term agenda on the line. Oil swings as Tehran signals openness to talks. Wall Street clashes over an AI bubble. Plus, Craig Moffett on Apple’s iPhone Duo, and former SEC Chair Gary Gensler warns a major market repricing could be ahead.
Chapters:
00:00:00 – Open Interest
00:01:47 – Apple Margins, Siri AI Spending & Palantir’s Growth Slowdown
00:04:38 – Disney Layoffs, Streaming Strategy & Cost Cuts
00:07:20 – Midterm Elections, Trump Referendum & Key Senate Battlegrounds
00:11:32 – Morning Movers | Pfizer, Shopify & Grab Earnings Reactions
00:13:05 – High Interest | Trump, Israel, Iran & Global Market Headlines
00:13:58 – Craig Moffett MoffettNathanson | Apple’s Premium Valuation, Services Growth & China Risks
00:21:57 – AI Spending Pushback, Equity Issuance & Election Market Impact
00:32:09 – Top Calls | Roku Arbitrage, Bloom Energy Upgrade & Cloudflare Upgrade
00:33:11 – Oil Markets, Iran Negotiations & Supply Chain Risks
00:37:37 – AI Bubble Debate Divides Wall Street
00:38:21 – AI Financing, Private Credit Exposure & Regulatory Risks
00:43:44 – JOLTS Data, Labor Market Strength & Inflation Concerns
00:46:37 – Meredith Whitney Meredith Whitney Advisory Group Consumer Stress, Affordability Crisis & Housing Weakness
00:55:11 – High Interest | Measles Outbreak, Apollo Earnings & Apple’s Mixed Outlook
00:56:03 – Apple Margins, AI Safe-Haven Status & Services Growth Challenges
01:05:28 – Election Night Preview
01:07:27 – Michigan’s Critical Senate Race & Voter Sentiment
01:09:11 – Texas Senate Race, Data Centers & Record Campaign Spending
01:11:02 – Leslie Vinjamuri, The Chicago Council on Global Affairs | Midterms, Iran War & Congressional Power Shifts
01:19:24 – Gary Gensler MIT Sloan Professor & Former SEC Chair | Financial Regulation, AI Oversight & Post-Election Policy Risks
01:25:44 – Final Election Night Preview & Market Outlook
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