Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Fresh AI weakness keeps investors on edge amid US-Iran talks and ahead of tomorrow’s jobs report. Billions worth of SpaceX shares become eligible for trading following the company’s post-earnings plunge. And AI investor Leopold Aschenbrenner returns to the investing game with a $400 million bet. Plus: the CEOs of Krispy Kreme, Smashburger, Roivant, and Lincoln International — covering everything from food to biotech to M&A.

Chapters:
00:00:00 – Open Interest
00:01:21 – AI Infrastructure Demand, Memory Chip Selloff, SpaceX Capex & Hyperscaler Spending
00:04:07 – SpaceX Lockup Expiration, Short Interest, Share Supply & Investor Positioning
00:06:49 – Warner Bros. Earnings, Streaming Profitability & Paramount-Skydance Merger Risks
00:09:39 – Kevin Warsh, Jackson Hole Preview, Inflation Risks & Rate Hike Expectations
00:12:26 – High Interest | Iran-Oman Hormuz Talks, DeepSeek AI Price Increases & Situational Awareness’ $400M Investment
00:13:20 – Situational Awareness Comeback, Hedge Fund Losses, AI Crowding & Leverage Risks
00:18:11 – Emily Green Ellevest | AI Trade Rotation, Mag 7 Concentration, Portfolio Diversification & SpaceX Volatility
00:33:02 – Top Calls | Sandisk Price Target Cuts, Zillow Downgrade & Shake Shack Price Target Increase
00:34:18 – Joshua Charlesworth | Krispy Kreme Turnaround, Consumer Spending, Franchise Growth & Profitability
00:44:31 – Alex Chaloff Bernstein Private Wealth Management | Leveraged ETFs, Market Structure Risks, AI Volatility & Positioning
00:52:10 – Sandisk Weak Guidance, SK Hynix Selloff & SpaceX Trading Surge
00:53:26 – SpaceX Share Unlock, Memory Chip Selloff & Investor Rotation
00:56:05 – High Interest | Trump-Warsh Conversations, Millennium-Anthropic AI Partnership & Situational Awareness Recovery
00:57:12 – Matt Gline Roivant | FDA Approval Timeline, Orphan Drug Pipeline, AI in Drug Development & Biotech M&A
01:06:12 – Rob Brown Lincoln International | Private Equity Deal Recovery, AI Infrastructure Demand, Industrials & Private Credit
01:14:19 – Jim Sullivan | Smashburger Expansion, Franchising Strategy, Food Safety & Consumer Demand
01:22:57 – Strait of Hormuz Deal, Iran-Oman Negotiations, Houthi Escalation & Oil Market Risks
01:26:30 – Jobs Report Preview, CPI Outlook, Kevin Warsh & Fed Policy Expectations
——–
More on Bloomberg Television and Markets

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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:02:48 – Yen holds steady after speculation of intervention
00:05:59 – Asian stocks ignore tech rally amid fresh doubts about AI trade
00:06:11 – Goldman Sachs’ Timothy Moe on why he remains bullish on Korea
00:07:29 – Timothy Moe on leveraged ETFs and foreign investor flows in Korean equities
00:15:40 – Trump says talks are Iran’s ‘last chance’
00:18:11 – Timothy Moe on defense and geopolitical investment themes
00:20:56 – Timothy Moe on China’s energy security strategy
00:24:49 – Timothy Moe on Asia’s earnings outlook versus the US market
00:36:40 – Modi’s party loses key by-election in wake of protests
00:40:36 – China is getting more anxious about Mythos before Trump meets Xi
00:43:30 – Hugging face CEO Clem Delangue warns of growing AI risks
——–
More on Bloomberg Television and Markets

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The US and Iran are closing in on an interim agreement to reopen the Strait of Hormuz. President Trump says talks are going well and the waterway will open “very soon”.

SpaceX fell in premarket trading after it disclosed higher-than-expected spending on its artificial intelligence business, overshadowing an inaugural quarterly report that broadly surpassed Wall Street forecasts.

AI models developed by OpenAI and Anthropic carried out “unsanctioned” actions — including hacking a website and attempting to inject harmful code into software during safety testing. The report is reinforcing fears that neither the creators nor seasoned researchers of these systems can predict their actions.

Today’s guests: Beata Manthey, Citi Head of EMEA Equity Strategy; Mike Doustdar, Novo Nordisk CEO
—
“The Pulse With Francine Lacqua” is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.

Chapters:
00:00:00 – The Pulse with Francine Lacqua
00:00:34 – SpaceX’s AI splurge puts a damper on debut earnings
00:01:20 – Market roundtable: Bloomberg’s Neil Campling & Citi’s Beata Manthey
00:06:58 – Trump: Strait will be open very soon
00:10:37 – Beata Manthey, Citi Head of EMEA Equity Strategy
00:19:17 – Novo Wegovy sales fail to beat analyst expectations
00:19:28 – Mike Doustdar, Novo Nordisk CEO
00:28:05 – Record-low Rhine river threatens key trade artery
00:36:55 – Chanel sales said to jump 16%, outpacing LVMH
00:41:45 – Infineon revenue forecast beats on AI demand
00:44:26 – Anthropic, OpenAI models ‘potentitally harmful’
——–
More on Bloomberg Television and Markets

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Bloomberg Intelligence’s Global Head of Technology Research Mandeep Singh reacts to Tuesday’s SpaceX earnings and breaking news from Microsoft disclosures that its AI sales come mostly from OpenAI. Katie Kaminski from AlphaSimplex Group explains her long-term fixed income outlook after last week’s FOMC meeting and Fed Chair Kevin Warsh’s remarks. G Squared Founder Larry Aschebrook talks about his company’s backing from Anthropic and its recent $2.3 Billion fundraising for its 7th flagship fund. Kalshi Head of Enforcement & Legal Counsel Robert DeNault responds to a recent NY State lawsuit against the online prediction market platform, and discusses how the company tracks and investigates allegations of “manipulative” bets.

Chapters
00:00:00 Bloomberg Businessweek Daily
00:01:30 SpaceX After Earnings: AI Spending in Focus
00:02:49 Market Update: Dow Hits Another Record
00:04:42 SpaceX’s AI Ambitions vs. Investor Reality
00:05:19 Lockup Expiration & Selling Pressure
00:06:30 Can SpaceX Really Reach 10 Gigawatts?
00:08:30 The AI Cloud Opportunity
00:09:59 Microsoft’s AI Revenue Concentration
00:12:05 Bond Market Outlook with Katy Kaminski
00:13:13 Is the 10-Year Yield Headed Lower?
00:15:08 Why the 60/40 Portfolio Is Still Challenged
00:18:17 Fed Outlook Through Year-End
00:21:20 G Squared’s New $2.3 Billion Fund
00:22:58 Inside the Private Market Secondary Boom
00:26:58 AI Valuations & Where the Next Opportunity Lies
00:30:02 SpaceX IPO Lessons & Market Structure
00:34:52 New York Sues Kalshi
00:35:27 Kalshi Responds to Gambling Allegations
00:39:56 Market Integrity & Insider Trading Controls
00:46:47 Prediction Markets as Financial Signals
00:48:26 Stock Movers: SpaceX, News Corp & Travel
——–
More on Bloomberg Television and Markets

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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:01:53 – Iran seeks to bar US ships as Hormuz deal with Oman advances
00:08:25 – Federated Hermes’ Karen Manna on rising treasury yields
00:12:00 – Karen Manna on global shift from a deflationary to an inflationary environment
00:19:37 – DBS CEO Tan Su Shan on geopolitical risks and AI adoption
00:20:15 – Tan Su Shan on balancing Western and Chinese AI models
00:21:47 – Tan Su Shan on how AI will reshape jobs
00:24:25 – Sequoia Capital Partner Patrick Grady on the Anthropic opportunity
00:26:22 – Sequoia Capital Partner Alfred Lin on early-stage and growth AI companies
00:31:07 – DeepSeek resumes $8B round with Monolith in the running
00:35:31 – India’s student movement shuns politics, stays pressure group
00:45:51 – Asian stocks steady as market waits on US jobs data
——–
More on Bloomberg Television and Markets

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