US investment giants including Apollo Global Management Inc., Blackstone Inc., BlackRock Inc. and Brookfield Asset Management are partnering with Nvidia Corp. to source $500 billion in financing for artificial intelligence infrastructure.  Bloomberg’s Ed Ludlow joins to discuss this as well as Intel raised $20 billion in an upsized share sale, a third more than it was targeting when it announced the deal Monday morning.
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Get a jump start on the US trading day with Vonnie Quinn and David Gura on “Bloomberg Open Interest.” Anthropic eyes its biggest deal yet, with a potential $6 billion Decart acquisition as it moves closer to an IPO. SpaceX clears its first lockup expiry, but bigger swings may be ahead. Plus, producer prices come in softer than expected. And Liftoff CEO Jeremy Bondy joins us on AI-driven ad growth, while Threadneedle’s Ann Berry warns investors about the risks hiding in private markets.

Chapters:
00:00:00 – Open Interest
00:01:40 – Anthropic’s Decart Acquisition, AI Compute Efficiency, Cisco Earnings & Cerebras Outlook
00:07:27 – PPI, CPI, Fed Outlook, Jobless Claims & Inflation Trends
00:16:58 – Ann Berry Threadneedle Ventures | AI Earnings, Data Center Bottlenecks, Physical AI, Venture Markets & Deficit Risks
00:32:20 – Top Calls | Five Below Upgrade, Akamai Upgrade & Cerebras Bullish Analyst Calls
00:33:42 – Cerebras Selloff, AI Valuations, Nvidia Competition & Cisco’s AI Transformation
00:39:57 – Tapestry Earnings, Coach Strength, Kate Spade Turnaround & Consumer Trends
00:44:24 – Fed Policy, Jackson Hole, Kevin Warsh, PCE Outlook & Inflation Risks
00:47:47 – RaeAnn Mitrione Callan Family Office | Market Broadening, AI Adoption, Small Caps, Productivity Gains & Investment Strategy
00:56:33 – High Interest | Bill Ackman’s Venture Fund, DeepSeek AI Price Hike & Anthropic’s Decart Acquisition
00:58:10 – Maersk Outlook, Freight Recovery, Suez Canal Reopening & Global Shipping Rates
01:05:30 – Jeremy Bondy | Liftoff Earnings, Mobile Ad Tech, AI Advertising & Growth Strategy
01:14:23 – SpaceX Lockups, Starship, Tesla Merger Speculation & AI Infrastructure Growth
01:18:38 – Wendy’s Take-Private Bid, Nelson Peltz, Consumer Spending & Restaurant Turnaround
01:22:49 – Iran Conflict, U.S. Missile Stockpiles, Defense Spending & Indo-Pacific Risks
——–
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Cambodian Prime Minister Hun Manet has pledged to step up a crackdown on transnational online scam networks.

Online scam centers have proliferated across Southeast Asia since the pandemic, turning Cambodia, Myanmar and Laos into hubs for criminal enterprises.
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The US military campaign against Iran has so far failed to force the regime to capitulate. The Trump administration is betting once again that suffocating economic pressure will do the job.
Harrison Mann, former US Army Major and Associate Director for Campaigns & Policy at Win Without War, discusses Iran strategic mishaps, munitions concerns, and the mental health among Navy sailors as they hit a record 250 days at sea.
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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 AI Boom, Fed Relief and a Battle for Capital
04:55 Rate Repricing Could Fuel the Equity Rally — Max Kettner, HSBC
17:41 US Faces Urgent Push to Rebuild Missile Stockpiles — Col. Wayne Sanders (Ret.)
28:38 Rhine River Crisis Threatens German Growth — Oliver Crook
32:34 Memory Chip Crunch Could Push Prices Even Higher — Angelo Zino, CFRA Research
41:35 Labor Market’s Lack of Dynamism Has Consequences — Nela Richardson, ADP
51:03 Fed Was Right Not to Raise Rates in July — Robert Kaplan, Goldman Sachs
1:03:07 Trump Uses AI to Stop China’s Transshipment Network — Peter Navarro, White House Trade Adviser
1:18:03 AI Boom Keeps Capital Markets Running Hot — Erika Najarian, UBS
1:28:16 AI Debt Is Reshaping the Investment-Grade Market — Brad Rogoff, Barclays
1:40:34 Sticky Inflation Won’t Derail the Equity Rally — Liz Thomas, SoFi
1:51:51 China Is New Swing Buyer of Oil, Blanch Says — Francisco Blanch, Bank of America
2:01:05 US PPI Cools More Than Expected, Easing Pressure on Fed — Michael McKee
2:04:32 Fed Shouldn’t Be Afraid of a September Rate Hike — Lydia Mashburn Newman, American Institute for Economic Research
2:17:29 AI Trade Is Expanding Beyond the Hyperscalers — Stephen Parker, JPMorgan Private Bank
——–
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