Get a jump start on the US trading day with David Gura and Vonnie Quinn on “Bloomberg Open Interest.” Inflation cools, giving the Fed more breathing room as AI earnings reignite the trade. Oil wavers as Trump escalates rhetoric over the Strait of Hormuz. Plus, Goldman makes a $2.25 billion ETF bet, the Lakers sell for a record $12 billion, Firefly CEO Jason Kim on surging launch demand, and Link Logistics CEO Luke Petherbridge on AI’s warehouse boom.

Chapters:
00:00:00 – Open Interest
00:01:23 – CPI Breakdown, Fed Outlook, Inflation Trends & Jackson Hole Expectations
00:04:22 – CoreWeave Surge, AI Infrastructure Demand, Nvidia Ecosystem & Compute Buildout
00:10:43 – High Interest | UK Job Migration, Goldman ETF Expansion & Wisconsin Primary Results
00:11:45 – Wisconsin Primaries, Democratic Divisions, Trump Endorsements & Election Takeaways
00:14:50 – Iran Military Escalation, Hormuz Diplomacy, Security Threats & White House Concerns
00:17:41 – Cava Earnings, Consumer Spending, Restaurant Traffic & Fast-Casual Winners
00:24:05 – Saira Malik Nuveen | CPI Reaction, Fed Pause, AI Productivity, Global Markets & Portfolio Strategy
00:31:56 – Top Calls | On Running Downgrade, Gap Downgrade & CoreWeave Upgrades
00:33:02 – CoreWeave Earnings, AI Demand, Margins, Nvidia & Infrastructure Stocks
00:38:21 – Goldman ETF Acquisition, Asset Management Growth & AI Infrastructure Financing
00:44:04 – CPI Deep Dive, Inflation Risks, Housing Costs & Fed Policy Implications
00:47:09 – Diane Swonk KPMG | Sticky Inflation, Services Prices, Energy Costs, Fed Hawks & Kevin Warsh
00:54:48 – CoreWeave Rally, Super Micro Momentum & AI Infrastructure Winners
00:57:39 – Luke Petherbridge Link Logistics | AI Data Centers, Warehouse Demand, Industrial Real Estate & Infrastructure Growth
01:05:51 – Jason Kim Firefly Aerospace | Firefly Aerospace, Launch Demand, Lockheed Partnership & Space Industry Constraints
01:17:55 – Seth Grae Lightbridge | Nuclear Fuel Commercialization, Energy Demand, AI Power Needs & U.S. Nuclear Policy
01:23:12 – Minnesota, Wisconsin & South Carolina Primary Results
01:25:33 – Breaking News: Wendy’s Take-Private Bid Led by Nelson Peltz
——–
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More than 70,000 people, mostly Moroccans, crossed into Spain’s North African enclave of Ceuta in a mass migration surge fueled by economic frustration and amplified by social media. Senior Researcher at Oxford University Centre on Migration, Policy & Society Myriam Cherti is on Bloomberg This Weekend to discuss the unusual influx of those looking to cross.
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The freight market remains structurally tight with demand building despite macro uncertainty, FreightWaves CEO Craig Fuller tells Bloomberg’s Vonnie Quinn https://bloom.bg/3RVUhiT

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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin begins
00:01:09 – Crude extends gain on doubts over Hormuz despite upbeat tone
00:06:04 – Trump says Iran is going ‘fine’, Strait of Hormuz under control
00:09:00 – Invesco’s Fiona Yang on Tencent, JD.com and Baidu earnings expectations
00:10:12 – Fiona Yang on whether AI enthusiasm has created a market bubble
00:17:45 – South Korean Deputy Minister for Innovation Min Kyung-Seol on AI investment plans
00:24:57 – Bloomberg Economics: India CPI preview
00:29:14 – India’s banking regulator urges lenders to accelerate AI spend
00:29:45 – Standard Chartered Group COO Tanuj Kapilashrami on AI adoption
00:32:08 – Tanuj Kapilashrami on productivity gains and new AI-related jobs
00:40:30 – Air India pilot tests positive for drugs after mid-air drop
——–
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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:01:58 – Trump says Iran talks to begin Monday after scrapping attack
00:08:07 – Goldman Sachs’ Samantha Dart on oil market and Hormuz disruptions
00:13:55 – Samantha Dart on China’s oil demand flexibility
00:20:08 – Alibaba adds to China AI breakthroughs with new Qwen model
00:20:53 – DeepSeek releases official V4-Flash model as China’s AI race intensifies
00:24:15 – Bloomberg Intelligence: Yen intervention should offer relief to dollar bears
00:28:15 – Daiichi Sankyo CEO Hiroyuki Okuzawa on yen volatility
00:31:37 – Hiroyuki Okuzawa on US drug tariffs and exemptions
00:39:45 – Prudential chairman Douglas Flint on higher-for-longer rates
00:43:46 – Douglas Flint on China and India growth opportunities
00:46:13 – Douglas Flint on Asia’s underinsured population
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
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