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Disney, OpenAI Seal $1B Licensing Pact | Open Interest 12/11/2025

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Get a jump start on the US trading day with Matt Miller and Dani Burger on “Bloomberg Open Interest.” A cloudy outlook for Big Tech — Oracle’s results reigniting worries over stretched valuations and AI spending. Disney announces a $1 billion stake in OpenAI, clearing the way for Mickey, Marvel, and more to show up on Sora. Plus — Lilly surges on what could be its most powerful obesity treatment yet, and the fight for Warner Brothers turns political. And Victor Khosla, the Founder and CIO of Strategic Value Partners joins Bloomberg Open Interest with his read on private credit heading into 2026.

Chapters:
00:00:00 – Open Interest
00:03:11 – Oracle Drops on Disappointing Cloud Sales
00:08:35 – “Silent Dissents” Reveal a Divided Fed
00:09:48 – New Lilly Shot Cuts Body Weight By 23% in Study
00:14:35 – High Interest | Mexican Tariffs, Amercian Airlines, Jet Blue
00:17:44 – Trump: Warner Bros Deal Must Include CNN Sale
00:22:59 – Stock to Watch | Oracle, Disney, Eli Lily
00:25:58 – Jitania Kandhari Deputy CIO of Solutions | Oracle Shares Tumble
00:32:01 – Top Calls | Union Pacific, Boot Barn, Oracle
00:33:33 – Disney Will Make a $1 Equity Investment in OpenAI
00:39:56 – New Lilly Shot Cut Body Weight By 23% in Study
00:45:14 – Tom Becker BlackRock | Equities Slide as AI Spending Fears Renew
00:54:13 – Victor Khosla SVP | Outlook for Private Credit Heading into 2026
01:05:43 – Caitlin Zulla Lumexa Imaging | Raises $462.5 Million in IPO
01:13:33 – Sucharita Kodali, Forrester Research | Costco to Report After the Bell Today
01:22:06 – Trump Reiterate Criticism of Powell
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Cisco Beats Estimates, Cerebras Reports Declines | Closing Bell

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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Isabelle Lee, Carol Massar and Tim Stenovec.
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United CEO on rolling out roomier economy row and ditch middle seat

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United Airlines said it plans to introduce a row of economy seats with extra elbow room and access to a shared table, the most recent move by a major US carrier to diversify the perks and comfort levels throughout the cabin.

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CPI Relief & AI Earnings Push Stocks Toward Records | The Close 8/12/2026

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Bloomberg Television 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 DoubleLine Portfolio Manager Bill Campbell, CME Group Managing Director & Global Head of Metals Jin Hennig, Cava Co-Founder CEO Brett Schulman, Sweetgreen Co-Founder & CEO Jonathan Neman, Bank of America Global Head of Infrastructure & Sustainable Finance Karen Fang, Pivotal Advisors CEO & CIO Tiffany McGhee, The Bahnsen Group Chief Investment Officer David Bahnsen, Freedom Capital Market Technology Research Head Paul Meeks, Former CDC Chief Medical Officer Debra Houry, & Singer Vehicle Design Executive Chairman Rob Dickinson & Singer Vehicle Designer Chief Strategy Officer Mazen Fawaz.

Chapters:
00:00:00 Bloomberg The Close
00:02:39 DoubleLine on CPI, Fed Policy & Treasury Yields
00:11:39 CME on 24/7 Gold, Silver & Retail Trading
00:16:04 Cava CEO on Earnings, Food Safety & Consumer Demand
00:23:28 Sweetgreen CEO on Cyclospora, Food Safety & Recovery
00:33:39 Bank of America’s $250 Billion Infrastructure Push
00:40:58 Pivotal Advisors on AI, Inflation & Market Risks
00:47:02 Closing Bell
00:49:51 Market Movers: CoreWeave, Nebius & AI Infrastructure
00:52:17 Biggest Losers: Home Depot, U.S. Antimony & Trump Media
00:54:25 Cisco Earnings: AI Orders, Revenue & Guidance
00:55:32 Cerebras Earnings: Cloud Growth vs. Hardware Weakness
00:59:44 Cisco’s AI Renaissance & Record Earnings
01:07:02 Cerebras Deep Dive: Chips, Neo-Clouds & OpenAI Risk
01:12:18 Former CDC Official on the Cyclospora Outbreak
01:18:29 CDC Staffing Cuts, Vaccines & Public Health Policy
01:25:13 Singer and Louis Vuitton Reimagine the Porsche 911
01:31:15 Bill Ackman’s Pershing Square Ventures
01:31:53 What to Watch
——–
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Nvidia Taps Wall Street for $500 Billion Funding Commitment

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US investment giants including Apollo Global Management Inc., Blackstone Inc., BlackRock Inc. and Brookfield Asset Management are partnering with Nvidia Corp. to source $500 billion in financing for artificial intelligence infrastructure.  Bloomberg’s Ed Ludlow joins to discuss this as well as Intel raised $20 billion in an upsized share sale, a third more than it was targeting when it announced the deal Monday morning.
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India Is Turning Cattle Waste into Car Fuel

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Cow dung as fuel? India’s turning cattle waste into compressed biogas, and projects like this attracting attention as global energy prices surge. Alisha Sachdev with more.

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