AI’s Power Shift | Open Interest 11/25/2025

Get a jump start on the US trading day with Matt Miller and Dani Burger on “Bloomberg Open Interest.” Big Tech’s power shuffle — Google’s AI surge could soon redraw the leaderboard of the world’s most valuable companies. Retailers serve up a mixed bag as new data hints some shoppers are tightening their belts — and confidence in the US economy takes its biggest dip in seven months. Plus, affordability is top of mind this Thanksgiving week — restaurateur Caroline Styne joins Bloomberg Open Interest on what’s really driving up your dinner tab.

00:00:00 – Open Interest
00:02:18 – Nvidia-Google Chip Rivalry Escalates
00:11:29 – Zelenskiy say Peace Talk with US continue
00:14:24 – High Interest | Jay Clayton, Macro Desk, Home-sellers
00:16:28 – Investors Digest Retail Results
00:23:10 – Stock to Watch | Alphabet, Meta Platforms, Nvidia
00:23:57 – Jitania Kandhari Morgan Stanley | Nvidia-Google AI Chip Rivalry
00:33:01 – Top Calls | Estée Lauder, Brinker, Alphabet
00:34:25 – Nvidia Shares Slump, Erasing $24B in Market Value
00:40:56 – 2025 Holiday Sales Seen Hitting $1T
00:44:52 – Breaking News | US Nov. Consumer Confidence
00:48:22 – Nvidia-Google AI Chip Rivalry Escalates
00:50:07 – Mary Ann Bartels Sanctuary Wealth Chief Investment Strategist | NASDAQ Tumbles on Tech Selloff
00:58:23 – Rowan Dismisses Private Credit Risk Fear
01:05:44 – Caroline Styne The Lucques Group | Affordability Top of Mind this Thanksgiving
01:15:59 – Big Take | Trump’s Historic Investment Boom is Short Trillions
01:23:14 – White House Says Ukraine Peace Deal Gaps “Not Insurmountable Able”
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