From Bloomberg Markets and Finance.
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." It’s a make-or-break week for the rally as five of the Mag 7, worth nearly $16 trillion, prepare to test the AI trade. The Fed headlines a packed week of central bank decisions while Washington moves on a potential new chair. Plus, tensions in the Middle East as Iran floats a plan to reopen the Strait of Hormuz. Rebecca Patterson warns investors may be underestimating geopolitical risks. Ed Ludlow breaks down a major shift in the Microsoft-OpenAI partnership. Steve Ketchum says private credit stress is creating opportunity. Tony Sage sounds the alarm on rare earth processing. And Haas F1 boss Ayao Komatsu joins us on the surging popularity of the sport.
Chapters:
00:00:00 – Open Interest
00:02:46 – Busiest S&P 500 Earnings Days
00:04:39 – Warsh to Advance as Fed Chair, Tillis Drop Block
00:07:52 – Oil Gains as Iran Deal on Hormuz Stays Elusive
00:11:59 – High Interest | Flying Taxis Arrive in NYC, China Blocks Meta AI
00:13:35 – Deal, Microsoft Drops Revenue Share Payments to OpenAI
00:17:05 – Rebecca Patterson Council on Foreign Relations | Earnings Week is Make-or-Break for AI Rally
00:22:56 – Stock to Watch | Apple, Qualcomm
00:32:24 – Top Calls Micron, Campbells, Sandisk, Advance Micro
00:33:33 – 5 of Magnificent 7 Stocks Report This Week
00:45:08 – 16 Trillion Worth of Big Tech Earnings This Week
00:48:54 – Kelly Covley Manning & Napier | Trump Posts Put Market in “Chokehold”
00:57:30 – Steve Ketchum Sound Point Capital | Key Private Credit Players to Report Earnings
01:06:02 – Tony Sage CEO | Critical Metals Tightens Grip on Greenland Rare Earth Asset
01:16:05 – Iran Foreign Minister to Meet Putin as US Talks Stall
01:20:57 – Ayao Komatsu TGR Haas F1 Team | Riding Wave of F1 Growth
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