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Nasdaq Correction Exposes AI Divide | Open Interest 3/27/2026

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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Strikes escalate across the Middle East as President Trump gives Iran 10 days to strike a deal or face more attacks. Markets react fast — the Nasdaq 100 falls into correction territory as cracks form in the AI trade. And private credit faces a real-time stress test, with Oaktree standing firm on withdrawals. Morgan Stanley’s Vishy Tirupattur breaks down the risks and why the system may hold. Plus, economists unpack how the Iran conflict could reshape global growth, and why the energy crisis may accelerate the push toward nuclear power.

Chapters:
00:00:00 – Open Interest
00:02:26 – Trump: Iran Begging to Work out a Deal
00:05:29 – Cybersecurity Stocks Fall on Report of New Anthropic Model
00:08:46 – Oaktree to Meet Private Credit Fund Redemptions in Full
00:12:20 – Marko Papic BCA Research | Four Scenarios for Iran
00:25:26 – Stock to Watch | Crowdstrike, Palo Alto, Cloudflare
00:26:06 – Sarah Hunt Alpine Saxon Woods | Carnival 1Q Adjusted EPS Beats Estimates
00:36:12 – Top Calls | Argan, Knight Transportation, Trip Advisor
00:37:37 – Carnival Flags Weak Outlook
00:42:31 – Investors Rip $11 Billion from Commodity ETFS
00:46:50 – Breaking News | Iran Media Says Steel Plants Hit in US-Israel Strikes
00:53:24 – Michael Kantrowitz Piper Sandler | Cross-Asset Drop Pushes Nasdaq 100 to Correction
00:58:32 – High Interest | Airport Chaos, Blue Owl, Oak Tree
01:00:08 – Vishy Tirupattur Morgan Stanley | Morgan Stanley Sees Private Cred Dafault Rates at 8%
01:07:54 – Eric Ledieu Infiniti Americas | Infiniti Comeback
01:17:25 – Rachel Bronson Lester Crown Nonresident | Crude Continues Climb on Middle East Uncertainty
01:24:25 – Trading Diary | Fed’s Williams Speaks, Nike, US Retail, Trade Balance, US Payrolls
01:26:03 – Senate Advance DHS Funding Deal
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US Strikes Iran Targets as Trump Vows to ‘Watch Over’ Hormuz

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The US carried out airstrikes on an Iranian military site and imposed new sanctions to prevent Tehran from profiting from vessels transiting the Strait of Hormuz. Hours earlier, President Donald Trump asserted that no one nation would control the vital waterway, highlighting a key obstacle in resolving the conflict. Bloomberg’s Jill Disis reports.
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Ebola Deaths Top 200 in Africa as Officials Warn of Wider Risk

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Ebola may have killed more than 200 people so far in the Democratic Republic of Congo and is turning into a regional security …

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SpaceX Cuts IPO Valuation By $200 Billion | Daybreak Europe 05/29/2026

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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, …

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Trump Says He Will make ‘Final Determination’ on Iran | Balance of Power: Early Edition 5/29/2026

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On the early edition of Balance of Power,  Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss President Trump’s signal that he will make decision whether to extend the fragile ceasefire with Iran for another 60 days. On today’s show, former US Congresswoman from California Jane Harman, Harvard Kennedy School Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino, President and CEO of Republican Main Street Partnership Sarah Chamberlain, and Hermeus president Zach Shore. In addition, Governor of the Bank of England Andrew Bailey in conversation with Bloomberg’s Stephanie Flanders from the Reykjavík Economic Conference.

Chapters:
00:00:00 – Balance of Power: Early Edition
00:02:28 – Stocks Hit Records High After US-Iran Deal Reports
00:04:24 – Trump Says ‘Final Determination’ on Iran Is Coming
00:07:52 – Oil Slides as Trades Bet on US-Iran Truce Renewal
00:11:57 – Congress to Take Up War Powers Resolution Again After Recess
00:14:35 – Bank of England’s Bailey on Bloomberg
00:16:24 – Bailey: Uk Banks Don’t Have Access to Mythos
00:19:45 – Bailey: Glasswing Phase 2 Hasn’t Happened Yet
00:20:42 – Bailey: Must Have International Approach to Cyber Risk
00:23:13 – Bailey: There Are Signs of Strains in Private Credit
00:25:49 – Bailey: Stablecoin Issuance Limits Certainly an Option
00:28:04 – Trump Says ‘Final Determination’ on Iran Is Coming
00:29:23 – Congress to Take Up War Powers Resolution Again After Recess
00:31:08 – Republicans Grapple with Impact of War, Inflation Ahead of Midterms
00:32:02 – Trump Says He Doesn’t Care About Midterms in Iran Negotiations
00:36:09 – Stocks Hit Records High After US-Iran Deal Reports
00:37:47 – Pentagon Floats Increased Defense Budget
00:39:56 – Pentagon Spending Quagmire Threatens to Ensnare US Lawmakers
00:43:08 – Hermeus Archives Its First Unmanned Supersonic Flight
——–
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Where to Invest 10 Lakh Rupees as Iran War Rattles Indian Markets

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Markets are volatile, global risks are rising, and Indian equities are lagging. So what should you do with 10 lakh rupees today?

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