From Bloomberg Markets and Finance.

Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Investors are looking past Big Tech for clues—Delta and Pepsi deliver upbeat results as earnings take center stage. Meanwhile, Ferrari slumps the most since 2016 after scaling back its EV push. Hedge fund titan Bruce Richards weighs in on whether the AI rally is turning frothy. With the government shutdown freezing official data, Carlyle fills the gap with a bleak labor read.And Fermi is the latest AI name pioneering the development of a next-generation private electric grid. CEO Toby Neugebauer joins Bloomberg Open Interest to talk about his new company.

Chapters:
00:00:00 – Open Interest
00:02:13 – Delta Rises as Guidance Updated Beats Estimates
00:04:11 – Pepsico Sees Signs of US Beverage Turnaround
00:08:22 – Nvidia’s Openai Deal Fuels Circular Financing Conercs
00:12:23 – High Interest | Gaza Ceasefire , Shutdown, Manhattan Rent
00:15:07 – Tom Fitzgerald, TD Cowen Airlines | Delta Earnings Take Off on Travel Rebound
00:23:15 – Stocks to watch | Delta & Pepsico
00:25:10 – Saira Malik, Nuveen | Tech to Boost Aggregate EPS for 3Q
00:31:28 – Top Calls | Nvidia, Draftkings, Freshpet
00:33:00 – Porsche’s Sinking Sales Deepen German Automotive Malaise
00:38:25 – Jeffereies Fund has $715M tied to First Brands Debt
00:41:00 – Bruce Richards, Marathon | Exposure to First Brands
00:57:06 – High Interest | Ceasefirs, Norway, Air Traffic Control
01:00:22 – Tommy Rueger, UBS | IPOs in Limbo as Shutdown Drags On
01:05:59 – Toby Neugebauer, Fermi | Fermi Breaks Ground on Data Center Campus
01:19:16 – Jason Thomas, Carlyle | Carlyle Looks to Fill Data Gap
01:19:37 – Jimmy Kimmel speaks at Screentime Conference
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