Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Powerful profits from SK Hynix refuel the AI trade as booming demand for memory chips shows no signs of slowing. Microsoft and Alphabet gear up to report results on the busiest day of earnings season for the S&P 500. Plus, Federal Reserve Chair Kevin Warsh takes the spotlight, with the Fed expected to hold rates today while keeping the door open to a December move. Nuveen Chief Investment Officer Saira Malik and Goldman Sachs Chief US Economist David Mericle break down the forces shaping the market outlook through the rest of 2026. Plus, the view from Dallas with Causeway CEO Sarah Ketterer, DFW International Airport CEO Chris McLaughlin and Fortress Global Co-Head of Corporate Credit Brian Stewart.

Chapters:
00:00:00 – Open Interest
00:04:23 – SK Hynix Earnings, AI Memory Demand & Hyperscaler Spending
00:04:47 – Kevin Warsh, Fed Hold Expectations & December Rate Hike Odds
00:08:16 – Wendy’s Takeover Speculation, Trian’s Interest & Restaurant Industry Trends
00:14:30 – Texas Senate Race, Trump Campaign Strategy & Midterm Elections
00:18:48 – Saira Malik Nuveen | AI Spending, Fed Policy Risks & Market Leadership Shifts
00:22:34 – High Interest | AI Spending Boom, Memory Chip Demand & Hyperscaler Capital Expenditures
00:30:08 – Top Calls | Whirlpool Downgrade, Clover Health Initiation & Apple Upgrade
00:31:14 – SK Hynix, Microsoft, Alphabet & the AI Free Cash Flow Debate
00:38:17 – Anthropic IPO, Retail Investor Access & AI Capital Markets
00:38:40 – Anthropic’s IPO Structure, JPMorgan’s Role & Retail Allocation Plans
00:45:01 – Sarah Ketterer Causeway Capital Management | Inflation Risks, AI Infrastructure Concentration & Global Equity Opportunities
00:53:11 – High Interest | Israel Election Results, Anthropic IPO Updates & Brazil Political Developments
00:54:11 – Brian Stewart Fortress | AI Debt Issuance, Credit Market Stress & Private Credit Risks
01:05:27 – David Mericle Goldman Sachs |Fed Strategy, Inflation Risks, Oil Prices & Economic Growth
01:15:58 – Lorenzo Simonelli Baker Hughes | Baker Hughes, AI Data Center Buildout & Energy Infrastructure Demand
01:20:53 – Chris McLaughlin | DFW Airport’s $12 Billion Expansion & North Texas Growth Story
01:26:08 – Fed Decision, Microsoft Earnings & Alphabet Results Ahead
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UPS CEO Carol Tomé says forwarding and logistics grew 17% in the quarter, helped by premium health care and data-center construction. She speaks with Romaine Bostick on “Bloomberg The Close.”
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The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Russell Investments President & CIO Kate El-Hillow, Harbor Capital Advisors Portfolio Manager Justin Menne, ValueEdge Advisors Chair Nell Minow, Strategic Value Partners Founder & CIO Victor Khosla, Moderna CEO Stéphane Bancel, Barclays Head of US Equity Strategy, Global Equity Linked Strategies Venu Krishna, The IPO Initiative Director Jay Ritter, Willow Wealth CEO Mitch Caplan, Duke’s Mayo Company E. Yuri Hermida, Once Upon a Farm Co-Founder & Chief Brand Officer Jennifer Garner, & Edward Jones Head of Policy, Regulatory & Government Relations Andy Blocker.

Chapters:
00:00:00 Bloomberg The Close
00:03:10 Russell Investments on Anthropic, AI Risk & Diversification
00:08:29 Fed Outlook, Higher Rates & the Cost of Capital
00:10:01 Anthropic’s Growth, Valuation & AI Ecosystem
00:16:38 Anthropic Governance, Shareholder Risk & IPO Concerns
00:22:07 DoorDash-Instacart Deal Talks & Breaking M&A News
00:23:10 Strategic Value Partners on Credit Risk & the AI Economy
00:29:38 Moderna CEO on Cancer Vaccine Data & FDA Approval
00:34:43 DoorDash, Instacart & Markets Head Toward the Close
00:37:31 Barclays on AI Financing, Meta Debt & CoreWeave
00:43:29 The Closing Bell
00:47:01 Market Movers: Microsoft, Bloom Energy & Instacart
00:52:46 Anthropic IPO: Inside the S-1, Growth & Risks
00:56:40 Anthropic Valuation, Competition & IPO Outlook
01:02:12 Private Markets, Anthropic & Democratizing Access
01:08:44 Duke’s Mayo CEO on National Expansion & Brand Growth
01:15:55 Jennifer Garner on Once Upon a Farm & Healthy Kids
01:21:10 Affordability, WIC & Jennifer Garner’s Mission
01:24:23 Midterm Elections, Affordability & Investor Impact
01:29:00 What to Watch
——–
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Nigel Farage has quit as an MP — vowing to fight the resulting by-election in Clacton.

The shock announcement comes after increasing scrutiny over undeclared gifts the Reform UK leader received in the run-up to the 2024 general election.
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After NSE’s blockbuster IPO and stock market debut, CEO Ashishkumar Chauhan discusses the exchange’s growth opportunities beyond derivatives. He explains plans to expand commodities, bonds and gold-linked products while broadening investor participation in India’s capital markets.
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