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Nvidia Earnings to Test AI Spending | Open Interest 8/25/2025

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Get a jump start on the US trading day with Matt Miller and Katie Greifeld on “Bloomberg Open Interest.” Wayfair and La-Z-Boy stocks are moving after President Trump announced tariffs specifically targeting furniture. Keurig Dr. Pepper paid $18B to buy JDE Peet’s to create a global coffee giant, analysts say the acquisition will address the current drag that the Keurig coffee business is placing on Keurig Dr. Pepper. And ICI CEO and President joins Open Interest to discuss offering private assets and crypto to 401(k)s.

Chapters:
00:00:00 – Open Interest Starts
00:10:12 – HIGH INTEREST
00:11:29 – Furniture Stocks Move on Tariffs Targeting the Industry
00:17:48 – Small-Cap Stocks Get an Upgrade at Truist | Keith Lerner, Truist Co-CIO and Chief Market Strategist
00:31:27 – TOP CALLS
00:33:07 – Nvidia to Report Earnings on Wednesday
00:39:39 – Keurig Dr. Pepper to Buy JDE Peet’s for $18B
00:45:22 – Markets Await Nvidia Earnings | Brooke May, Evans May Wealth Managing Partner
00:55:11 – HIGH INTEREST
01:05:10 – Nasdaq’s 2025 IPO Boom | Jeff Thomas, Nasdaq Chief Revenue Officer and Global Head of Listings Capital Access Platforms, Executive Vice President
01:16:40 – Wall Street Prepares for Private Assets in 401(k)s | Eric Pan, ICI CEO
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When Trump Cornered, He Lashes Back: Tim O’Brien

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Bloomberg Opinion’s senior executive editor Tim O’Brien joins Scarlet Fu and Tom Keene on “Bloomberg Money.” They discuss affordability issues for Americans, and how President Trump may act after this week’s ‘blue wave’.
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Luxury Gyms Turn Fitness Into a Family Affair

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On Bloomberg This Weekend, Bloomberg Pursuits writer Hannah Howard explains how high end fitness clubs are courting families with everything from child care and swimming lessons to homework help and activities for older kids. Speaking with hosts David Gura and Christina Ruffini, Howard discusses why parents are willing to pay hundreds or even more than $1,000 a month for clubs that combine workouts, activities and family time under one roof.
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Billion Dollar Bet: Why Global Investors Are Pouring Money Into Africa Now

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Global investors are looking at the 54 nations that make up Africa with fresh eyes, not only for their vast natural resources but also for the region’s role in the realignment of trade worldwide. Tens of billions of dollars have been invested in the continent’s industries so far this year — from agriculture to data centers — with more expected as US President Donald Trump’s tariffs reshape global alliances. Bloomberg’s Jennifer Zabasajja reports.
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Wall Street Week | Europe’s AI Player, Argentina’s Two Economies

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This week, campaign costs are soaring, but democratic fundraiser Blair Effron of Centerview Partners says many races may already have reached the point where more money stops making much difference. And, even though most Americans dislike the proliferation of data centers, one community has welcomed them with open arms. Plus, the key difference Mistral hopes will set it apart in the global AI race. Later, Argentina President Milei brought inflation down and investment up, but its led to a fragmented economy one year out from an election.

Chapters:
00:00:48 – Money Floods Politics
00:11:52 – Compute Meets Community
00:23:44 – Europe’s AI Player
00:35:25 – Argentina’s Two Economies
00:47:14 – Global Data Center Race
——–
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AI IPOs Stall While Private Markets Heat Up

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AI IPOs are hitting the brakes as public markets cool. But with private money still flowing to giants like OpenAI and DeepSeek, companies might be tempted to stay private for longer. Anthony Stephens has more.

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