Get a jump start on the US trading day with “Bloomberg Open Interest.” Brent crude tops $100 a barrel as Houthi attacks in the Red Sea intensify supply risks, while Alphabet’s latest spending plans reignite questions about the rising cost of AI. Seema Shah, Chief Global Strategist at Principal Asset Management, and Ann Berry, Founder of Threadneedle Ventures, break down the market outlook. Plus, Blackstone President and COO Jon Gray says leaning into AI is making a big difference for investors.

Chapters:
00:00:00 – Open Interest
00:01:45 – Christine Lagarde | ECB Holds Rates, Inflation Risks, Energy Shock & Middle East Impact
00:34:58 – Seema Shah Principal Asset Management | ECB Outlook, Oil at $100, Fed Rate Risks & Equity Market Impact
00:39:05 – Alphabet Earnings, AI Spending Surge, Negative Free Cash Flow & Tesla AI Investments
00:46:53 – Top Calls | Tesla Price Target Cut, Paycom Target Cut & Alphabet Added to Best Ideas List
00:47:41 – Brent Thill Jefferies | Alphabet Capex, AI Infrastructure Spending, Cloud Growth & Long-Term AI Returns
00:54:31 – Jon Gray Blackstone | Blackstone Earnings, AI Investment Strategy, Data Centers & Infrastructure Returns
00:57:08 – Alphabet Selloff, AI Capex Concerns, Cloud Growth & SpaceX Compute Demand
01:09:21 – High Interest | SK Hynix ADR Restrictions, OpenAI Security Breach & Houthi Attacks on Saudi Tankers
01:10:31 – Red Sea Attacks, Strait of Hormuz Risks, Oil Supply Disruptions & $120 Oil Scenario
01:18:05 – Jon Gray Blackstone | AI Infrastructure Demand, Hyperscaler Spending, Data Centers & Future Growth Outlook
01:30:36 – Peacock Profitability, Streaming Growth, Sports Content & Comcast Strategy
01:36:03 – American Airlines Warning, Premium Travel Demand, Fuel Costs & Airline Competition
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The Iranian-backed Houthis in Yemen say they will impose a maritime blockade of Saudi Arabia. This could impact how much oil the kingdom exports via the Red Sea. Bloomberg’s Tyler Kendall reports.
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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
00:02:05 – Trump sets 100% tariff on generic drugs with two-year delay
00:05:31 – US tariff threat looms large at ASEAN Foreign Ministers Meeting
00:08:41 – International Crisis Group’s Huong Le-Thu on ASEAN and great power rivalries
00:15:15 – Huong Le-Thu on ASEAN and South China Sea tensions
00:19:56 – Trump plays down prospects of Iran talks amid Red Sea threat
00:24:06 – Asian stocks advance on tech rally, oil climbs
00:29:43 – IG International’s Fabien Yip on Alphabet and Tesla earnings expectations
00:34:31 – Fabien Yip on the outlook for the Yen and BOJ policy
00:38:23 – Modi’s protectionism push creates stock winners in laggard India
00:42:37 – US earnings preview: Alphabet, Intel to capture AI spending
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President Donald Trump called for a one-year cap on credit card interest rates at 10%. What does that actually look like in practice?
PNC CEO Bill Demchak tells Joe Weisenthal and Tracy Alloway on the Odd Lots podcast how the interest rate cap might affect businesses and consumers http://apple.co/4lTgFT6

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From UN Headquarters, Bloomberg presents a special town hall with candidates seeking to become the next UN Secretary-General, discussing their priorities as the United Nations confronts mounting global challenges.
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