Get a jump start on the US trading day with Matt Miller and Dani Burger on “Bloomberg Open Interest.” Tech leads the charge as Nvidia pushes deeper into the PC market and Jensen Huang makes the bullish case for software stocks. Berkshire Hathaway makes its first major deal under Greg Abel, buying Taylor Morrison for nearly $7 billion. Plus, Silicon Data CEO Carmen Li on the rise of AI futures markets, Meredith Whitney on housing and the fading American Dream, and Mercedes-AMG’s Michael Schiebe on why performance still matters in the EV era.

(Update: Schiebe said Mercedes-AMG was planning to sell 200,000 vehicles by the end of the year. He meant to say by the end of the decade.)

Chapters:
00:00:00 – Open Interest
00:01:39 – Nvidia Enters Windows Laptop Market
00:06:29 – Trump Optimistic on Iran Talks Despite Clashes
00:13:03 – Software Stocks Rally on Nvidia’s Huang Remarks
00:19:12 – Stuart Kaiser Citi | Iran to Halt Exchanges With US in Protest Over Israel: Tasnim
00:23:58 – Stuart Kaiser Citi | Stocks Waver, Oil Spikes After Iran Report
00:34:53 – SpaceX IPO Forces Wall Street to Reorganize Around It
00:39:27 – May Jobs Report Due Friday
00:45:01 – Meredith Whitney Meredith Whitney Advisory Group CEO | ISM Manufacturing Index
00:58:33 – Meredith Whitney Meredith Whitney Advisory Group CEO | Demand for Housing Seen Staying Modest
01:04:53 – Carmen Li Silicon Data | Compute is the New Oil
01:14:38 – Michael Schiebe Head of Mercedes-AMG | Mercedes-AMG Launches New Performance EV
01:23:21 – Gold Slips as Traders Weigh Slow Progress in US-Iran Talks
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More on Bloomberg Television and Markets

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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

Chapters:
00:00:00 – Bloomberg Surveillance starts
00:04:12 – Stocks Pull Back as Broadcom and CrowdStrike Earnings Disappoint Investors
00:18:14 – State Department Spokesperson Affirms Progress in Iran Nuclear Talks
00:31:31 – CFRA’s Zino on Broadcom’s AI Chip Outlook
00:40:47 – Morgan Stanley’s Sheets on Fed’s Inflation Concerns, Rate Outlook
00:51:40 – Apollo’s Zelter on Record Mega IPOs, Funding Strategies Amid AI CapEx Boom
01:07:35 – Apollo’s Zelter on Funding the AI Boom
01:18:43 – UMich’s Stevenson on AI’s Impact on Labor Market
01:29:55 – Trump’s Iran Deal Timeline Is Dictated by SPR: Hochstein
01:41:24 – Wells Fargo Sees S&P 500 at 7,500 With No Fed Rate Hikes
01:51:53 – BNP Paribas’ DeGasperi on Cybersecurity Stocks Rally
02:06:23 – Hiring Has Expanded Beyond Healthcare, ADP’s Richardson Says
02:19:39 – Mass Mutual Says Investors Should Stay the Course
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Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

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Basketball star Stephen Curry signed a 10-year endorsement deal with Chinese sportswear giant Li Ning. Its success depends on how Li Ning positions stores, products and marketing, says Bloomberg Intelligence’s Catherine Lim.
——–
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Bank of England Governor Andrew Bailey said that British banks are still locked out of using Anthropic’s Mythos, calling for a international approach to fighting cybersecurity threats

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Turkish Foreign Minister Hakan Fidan tells Bloomberg that he expects US President Donald Trump to attend the NATO summit in Ankara next month. “As far as we know he’s going to attend,” Fidan says during an interview with Haslinda Amin in Singapore. He also discusses the US-Iran war and the prospects for a peace agreement.
——–
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