Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

Chapters:
00:00 Tech Volatility, Bond Pressure & Hormuz Talks
06:04 Leverage Shows Signs Market Is Overbought — Bob Elliott, Unlimited
19:01 Iran May Have Overplayed Its Hand — Victoria Coates, Former Deputy National Security Advisor
31:45 The AI Investment Cycle Is Far From Over — Gil Luria, DA Davidson
41:33 Labor Market Is Tighter Than It Looks — Nela Richardson, ADP
55:49 The Correction Already Happened — Jonathan Golub, Seaport Research Partners
1:08:35 Oil Isn’t Everything for Markets — Jonathan Golub, Seaport Research Partners
1:17:43 SpaceX Is Still Overpriced — Brian Hamilton, LiveSwitch
1:31:07 No Break on Long End of Curve’s Move Higher — Ed Al-Hussainy, Columbia Threadneedle Investments
1:41:22 Global Investors Must Absorb America’s Debt — Peter Tchir, Academy Securities
1:55:12 SpaceX Still Has Too Many Unanswered Questions — Julie Zhu, MoffettNathanson
2:06:24 The Fed Can’t Overreact to One Jobs Report — Blerina Uruci, T. Rowe Price
2:19:42 Price Action Resembles the Dot-Com Era — Jonathan Krinsky, BTIG
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US equity futures waver ahead of more tech earnings and a rate decision from the Federal Reserve. Microsoft, Meta and Qualcomm are set to report after SK Hynix signaled a sharp increase in capital spending. Oil rallies after the US says it intercepted an Iranian attack on military bases, ending the pause in fighting. Priya Misra of JPMorgan Asset Management looks ahead to the Fed’s decision.

Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines & Market Setup
00:00:52 – Global Market Check: Korean Stocks. SK Hynix Profit Disappoints
00:02:17 – Europe Markets Check
00:03:40 – Oil Surges After Iran Attack
00:05:01 – First Look Movers: Chips, AI & Luxury Stocks
00:06:12 – Middle East Update: Iran Strikes U.S. Bases
00:08:06 – SK Hynix Earnings & AI Spending Concerns
00:11:36 – Countdown to the Fed Decision
00:14:31 – Trending on the Terminal
00:16:26 – European Banks Rally on Strong Earnings
00:20:07 – Front Page News
00:21:34 – Markets Reset Before the Fed
00:24:39 – Priya Misra JP Morgan Asset Management Portfolio Manager, on Fed Outlook
00:31:52 – Trending on the Terminal: UBS Buyback & OpenAI Cybersecurity Story
00:33:28 – Middle East Tensions Return
00:36:49 – SK Hynix, AI Earnings & Chip Stocks
00:41:46 – What to Watch: Fed, Big Tech Earnings
——–
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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today’s guests: Meredith Whitney Advisory Group CEO Meredith Whitney, JPMorgan Asset Management Chief Global Strategist David Kelly, and PGA Tour CEO Brian Rolapp.

Chapters:
00:00:00 – Bloomberg Money open
00:03:24 – Michael McKee: What the Jobs Report Really Says
00:06:44 – AI Is Turning Retail Investors Into DIY Hedge Funds
00:08:27 – State of Job Market For Job Seekers
00:10:56 – Meredith Whitney: Credit, Consumers & Personal Finance
00:19:42 – Meredith Whitney’s Personal Investing Approach
00:22:27 – David Kelly: Markets, the Economy & Retirement
00:27:23 – Why Investors Are Holding Too Much Cash
00:29:14 – Using Economics to Build a Better Portfolio
00:32:06 – Randall Williams: The PGA Tour, LIV Golf & What’s Changing
00:34:19 – Brian Rolapp: Reinventing the PGA Tour
00:36:25 – How Media Can Transform Professional Golf
00:38:20 – PGA Tour Enterprises & the New Business Model
00:39:53 – Tackling Slow Play & Improving Golf on TV
00:41:48 – What Golf Can Learn From the World Cup
00:42:39 – Streaming Costs & Reaching Sports Fans
00:43:20 – The PGA Tour’s New Competitive Model
00:44:21 – LeBron James & the Growth of Golf
——–
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” A new S&P 500 record is in sight as earnings put the rally to the test. SpaceX and Palantir take center stage, while oil slides on hopes for a US and Iran breakthrough. Plus, Redd Brown joins us on McDonald’s leadership shakeup, Bob Sloan of S3 says SpaceX is the “frothiest trade the market has even seen.” Phantom CEO Jim Cantrell takes a deep dive into the space boom, and Goldman’s Amanda Lynam joins us with a look at hidden credit stress.

Chapters:
00:00:00 – Open Interest
00:01:08 – SpaceX Earnings Preview, AI Spending, Starlink Cash Flow, Lockup Expiration & Tesla Merger Speculation
00:04:12 – Pfizer, Merck, Patent Expirations, Drug Pipelines & Pharma Cost Cuts
00:07:20 – McDonald’s Weak Traffic, Consumer Spending Pressure & K-Shaped Economy
00:09:47 – Caterpillar AI Demand, Spotify Outlook & Nike Downgrade
00:11:05 – High Interest | Anthropic-Nvidia Compute Deal, U.S.-Japan Yen Intervention & U.S.-Iran Hormuz Negotiations
00:12:16 – Iran Deal Talks, Strait of Hormuz, China AI Policy & White House Strategy
00:17:30 – Nimrit Kang Northstar Asset Management | AI Broadening Beyond Mega Caps, Earnings Growth, Caterpillar & Market Rotation
00:30:54 – Top Calls | Nike Downgrade, Walmart Downgrade & Palantir Price Target Increases
00:31:58 – Palantir’s AI Growth, Government Contracts, SpaceX AI Strategy & Compute Monetization
00:38:51 – Caterpillar Earnings, AI Infrastructure Boom, Data Center Demand & Industrial Growth
00:44:17 – JOLTS, Durable Goods, Business Investment & AI Impact on Economic Data
00:46:23 – Indrani De FTSE Russell | AI Concentration Risk, Small-Cap Leadership, Higher Rates & Equity Market Volatility  
00:54:43 – High Interest: NYC Rat Decline, Wells Fargo Tokenized Deposits, JPMorgan AI Hiring & AI Credit Risks
00:56:28 – Amanda Lynam Goldman Sachs | AI Credit Markets, Private Credit, Concentration Risk & Debt Financing for AI Infrastructure
01:05:32 – Jim Cantrell Phantom Space | SpaceX Earnings, Space Industry Outlook, Capital Availability & Launch Market Competition
01:11:35 – ON Semiconductor, Snap Results & SpaceX Ahead of Earnings
01:13:24 – Bob Sloan S3 Partners | SpaceX Short Interest, Lockup Risks, Tesla Comparisons & Hedge Fund Positioning
01:21:29 – Hedge Fund Returns, AI Volatility & Situational Awareness Fallout
——–
More on Bloomberg Television and Markets

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Anna Edwards, Lizzy Burden and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
——–
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