Get a jump start on the US trading day with “Bloomberg Open Interest.” China’s Moonshot is reshaping the AI race just as Big Tech heads into a critical earnings season. Oil whipsaws as traders weigh a possible ceasefire against escalating tensions in the Middle East. Boeing CEO Kelly Ortberg and Airbus CEO Guillaume Faury map out the future of next-generation jets. Plus, Nomura’s Andy Goldberg shares his midyear outlook, Partners Group’s Esther Peiner discusses a new infrastructure fund, and ADI CEO Rob Aarnes on demand for commercial and residential security.

Chapters:
00:00:00 – Open Interest
00:01:43 – Moonshot AI, China’s Kimi K3, Open-Source Models & AI Pricing Pressure
00:05:39 – Alphabet, Tesla, AI Capex, Compute Demand & Earnings Expectations
00:09:18 – Iran Conflict, Strait of Hormuz, Houthi Blockade & Oil Market Risks
00:12:32 – tHigh Interest | New UK Prime Minister Andy Burnham, Xi Jinping U.S. Visit & Boeing’s Next-Generation Jet Timeline
00:14:09 – Boeing Turnaround, Aircraft Demand, Supply Chains & Aviation Outlook
00:18:55 – Aoifinn Devitt Moneta Global Wealth| AI Spending Returns, Hyperscaler Risks, Market Rotation & Tech Valuations
00:31:34 – Top Calls | Netflix Upgrade, IBM Price Target Cut & Urban Outfitters Upgrade
00:32:18 – Jersey Mike’s IPO, Consumer Listings & IPO Market Rebound
00:36:08 – Guillaume Faury Airbus | Airbus Demand Outlook, China Orders, Aircraft Production & European Defense
00:46:43 – Andy Goldberg Nomura | China AI Competition, Portfolio Diversification, Small Caps & Earnings Risks
00:53:10 – Red Sea Disruptions, Saudi Shipping Risks, Iran Negotiations & Oil Supply
00:56:45 – High Interest | UK Government Transition, Miami Overtakes NYC Inflation & Spain Wins World Cup
00:58:37 – Esther Peiner Partners Group | $15B Infrastructure Fund, AI Buildout, Energy Security & Data Centers
01:05:41 – Rob Aarnes ADI Global Distribution | ADI Spin-Off, Security Technology, AI Adoption & Commercial Construction Trends
01:15:38 – Boeing CEO Kelly Ortberg | Boeing Turnaround, Aircraft Production, AI & Next-Generation Jets
01:21:45 – Nicky Shiels MKS PAMP | Gold, Silver, De-Dollarization, Iran Conflict & Fed Policy
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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 Wedbush Securities Senior Vice President of Equity Research Alicia Reese, MSIM Deputy CIO, Solutions & Multi-Asset Group Jitania Kandhari, Bernstein US Semis & Semi Capital Equipment Senior Analyst Stacy Rasgon, Hines Global CIO & Managing Partner David Steinbach, Barclays Head, US Equity Strategy & Global Equity Linked Strategies Venu Krishna, Gerber Kawasaki Wealth & Investment Management President, CEO & Co-Founder Ross Gerber, Former Netflix CMO Bozoma Saint John, Wedbush Securities Managing Director, Equity Research Michael Pachter, & Media Analyst Evan Shapiro.

Chapters:
00:00:00 Bloomberg The Close
00:03:40 Netflix Preview: Engagement, Advertising & Growth Concerns
00:10:34 Morgan Stanley IM on AI Investing Beyond Chips
00:16:19 Top Calls
00:17:19 Bernstein on the Semiconductor Selloff
00:22:27 Hines on Global Real Estate Opportunities
00:30:04 Stock of the Hour: Eli Lilly’s Psychedelic Drug Bet
00:35:15 Barclays on Market Outlook, AI Valuations & Midterms
00:42:30 Closing Bell
00:45:33 Netflix Earnings Released: Revenue, Guidance & Market Reaction
00:53:54 Bloomberg Intelligence Breaks Down Netflix Results
01:00:00 Ross Gerber on Netflix’s Long-Term Strategy
01:06:29 Former Netflix CMO on Winning the Attention Economy
01:12:15 Wedbush on Netflix’s Engagement Challenge
01:24:00 Evan Shapiro on Netflix, YouTube & the Future of Streaming
01:32:57 Netflix Earnings Call: Key Takeaways & What’s Next
——–
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Jersey Mike’s Subs and its shareholders are looking to raise as much as $1.09 billion in an IPO. Bailey Lipschultz has more on “Bloomberg Open Interest.”
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Samantha Dart, co-head of global commodities research at Goldman Sachs, discusses the outlook for oil prices which rose again as the ongoing US and Iran conflict threatened Middle East supplies. “The direction of travel is one of tightening,” Dart tells Bloomberg Television. “This increase in prices can continue while this lasts.”
——–
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Bloomberg’s Eric Balchunas, Michael Ball, and Vanessa Perdomo join Scarlet Fu and Tom Keene on “Bloomberg Money.” They discuss SpaceX shares falling below it’s IPO price, how IPOs impact 401Ks, the future of America’s retirement plans, and the World Cup.
——–
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