Get a jump start on the US trading day with David Gura on “Bloomberg Open Interest.” Tech stocks pare morning gains as the sector’s recovery from a rocky week loses steam, while the S&P 500 turns lower and Brent crude extends its decline. Plus, China tariffs reportedly on hold ahead of the Trump-Xi summit, a changing of the guard at Berkshire, PwC CEO Paul Griggs on AI reshaping jobs, Mbappé’s stunning Nike exit, and new scrutiny of the Fed over SVB.

Chapters:
00:00:00 – Open Interest
00:01:20 – AI Safety Debate, Palantir’s Alex Karp & Why Software Stocks Are Rebounding
00:04:43 – Warren Buffett Steps Down as Chairman & Berkshire’s Next Chapter
00:07:46 – Trump-Xi Summit, China Tariffs, Rare Earths & Middle East Diplomacy
00:13:20 – High Interest | Lagarde Succession, Saudi Oil Disruption
00:14:28 – Fed Speak Returns, BOJ Rate Hike & Treasury Market Risks
00:17:41 – John Stoltzfus Oppenheimer | AI Earnings Boom, Market Resilience & Why This Isn’t a Bubble
00:31:58 – Top Calls | Netflix Downgrade, Etsy Upgrade & StubHub Upgrade
00:32:49 – AI Winners, Software Revival & Why Markets Are Giving AI Another Chance
00:38:30 – Active ETFs, Finding the Next Nvidia & Bitcoin ETF Flows
00:44:42 – Indrani De FTSE Russell | Rising Yields, AI Capex Boom, Credit Markets & Global Asset Allocation
00:52:31 – Trump-Xi Talks, AI Competition & U.S.-China Trade Strategy
00:57:51 – Silicon Valley Bank Review, Bank Oversight & Fed Regulation Changes
01:01:22 – Kylian Mbappé Leaves Nike, On Holding’s Big Bet & Sportswear Competition
01:05:33 – Paul Griggs PwC | AI and the Workforce, Productivity Gains & Future Job Creation
01:17:58 – Midterm Elections, Trump Strategy, Tariffs & Executive Power
01:23:06 – Qatar Economic Forum, Geopolitics, Gulf Investment & Global Diplomacy
——–
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Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”

Chapters:
00:00:13 – Jackson Hole
00:01:36 – Inflation
00:02:35 – More Yen Interventions?
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Solar has become Europe’s largest source of power during summer months, helped by government incentives, falling technology costs and a rapid buildout across rooftops and utility-scale projects. But that success is creating a new problem: on sunny days, Europe can produce more solar power than the system can absorb, pushing wholesale electricity prices to zero or below and leaving some renewable generators suffering from their own success. Industry experts say the answer is not less solar, but more storage, more flexible demand and stronger grids that can move power from where it is generated to where it is needed.
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Visa is eliminating about 2,600 jobs, or roughly 7% of the workforce, as Chief Executive Officer Ryan McInerney seeks to make the firm more efficient. Paige Smith reports on Bloomberg Television.
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On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss President Trump’s trip to North Carolina. On today’s show, The Cook Political Report Editor Jessica Taylor, Republican Main Street Partnership President and CEO Sarah Chamberlain, Maywood Strategies Principal Doug Farrar and The Rockefeller Foundation President Rajiv Shah.

Chapters
00:00:00 Radio Balance of Power: Early Edition
00:02:18 Markets Rally as Oil Prices Fall
00:04:14 Trump Reacts to the Fed Rate Hike
00:05:32 White House on Warsh, Iran & Tariffs
00:08:50 North Carolina & the Battle for the Senate
00:11:06 New Hampshire Senate Race Moves to Toss-Up
00:12:10 Michigan & Democrats’ Path to a Senate Majority
00:15:46 Texas Senate & Governor’s Races
00:17:27 Data Centers, Energy Costs & the Midterms
00:21:20 Congress Heads Home to Campaign
00:22:05 Russia Sanctions & Data Center Legislation
00:22:47 Political Panel: Congress, AI & Affordability
00:27:01 Iran War Becomes a Midterm Issue
00:29:03 U.S. Plans $24 Billion Saudi F-35 Sale
00:29:40 Immigration Enforcement & Latino Voters
00:34:42 OpenAI Discloses AI Misalignment Incidents
00:36:29 Jensen Huang Calls for More AI Safety Testing
00:37:02 AI Safety, Regulation & Industry Oversight
00:40:10 Global Pessimism & America’s Role in the World
00:43:08 USAID, Foreign Aid & U.S. Global Standing
00:45:04 Rebuilding America’s Global Relationships
00:47:05 AI’s Role in Global Development
——–
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