Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Nvidia delivers a massive AI-driven forecast, lifting markets and fueling bets the AI boom still has legs. Bond markets on edge ahead of Kevin Warsh’s Jackson Hole debut. Plus, Okta CEO Todd McKinnon weighs in on AI agent security and enterprise demand.

Chapters:
00:00:00 – Open Interest
00:01:11 – Nvidia’s 70% Growth Outlook, AI Demand, AWS Expansion & Hugging Face Deal Rumors
00:05:39 – Dollar General vs. Dollar Tree, Best Buy Earnings & Consumer Spending Trends
00:09:09 – Jackson Hole Preview, Kevin Warsh, Fed Policy & Interest Rate Expectations
00:12:49 – High Interest| Shein’s IPO Pricing, U.S. Probe Into AI Chip Exports & Nvidia’s 2028 Growth Forecast
00:14:02 – Pierre Ferragu New Street | Nvidia’s Path to $1 Trillion Revenue, AI Infrastructure Buildout & Supply Constraints
00:23:05 – Aoifinn Devitt Moneta | Nvidia’s AI Boom, Bond Market Concerns, AI Spending Sustainability & Jackson Hole Risks
00:31:09 – Top Calls | Abercrombie Downgrade, Salesforce Price Target Increase & Nvidia Price Target Hikes
00:32:09 – Why Nvidia’s 70% Forecast Reignited the AI Trade
00:37:53 – Salesforce, CrowdStrike, AI Software Winners & Cybersecurity Demand
00:44:21 – Nvidia’s AI Dominance, Hyperscaler Spending, Supply Chain Expansion & Competition Risks
00:47:57 – Brooke May Evans May Wealth | AI Adoption, Nvidia’s Staying Power, Market Outlook & Jackson Hole Impact
00:55:56 – High Interest| NYC Severe Weather Alert, Hugging Face’s Duck Robot & U.S.-Canada Trade Breakdown
00:57:05 – Canada Trade Fight, Auto Tariffs, Semiconductor Tariffs & Texas Data Center Politics
01:04:32 – Todd McKinnon Okta | AI Agents, Identity Security, Cybersecurity Growth & the Future of Enterprise AI
01:14:10 – Todd Boehly’s Insurance Empire, Private Credit, Data Center Financing & Regulatory Risks
01:19:18 – Jeff Schmid Interview, Jackson Hole, Fed Credibility & Kevin Warsh’s Challenge
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, David Ingles and Rebecca Choong Wilkins give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:01 – Bloomberg: The China Show opens
00:04:27 – German conservatives seal election win
00:07:07 – Trump team said to push Mexico toward tariffs on Chinese imports
00:10:54 – AllianzGI Global CIO Equity Virginie Maisonneuve on market strategy
00:26:05 – Chinese government bonds under pressure
00:31:49 – New World warns of first-half loss on writedowns as woes persist
00:36:50 – Zelenskiy says he would be ready to quit for sake of Ukraine peace
00:39:53 – China’s drone dominance reshaping future of military strategies
00:45:23 – Breaking: Alibaba to invest over $53B in AI, cloud in three years
00:50:10 – Market reaction to Alibaba’s Ai investment plan
00:55:37 – German Chamber of Commerce in East China’s Maximilian Butek on German elections, Germany-China ties
01:11:36 – Former PLA Senior Colonel Zhou Bo on China’s likely role in a post-war Ukraine
01:24:16 – Former PLA Senior Colonal Zhou Bo on US-China relations under Trump
01:30:54 – Covid-like bat virus discovered by researchers in Chinese lab
——–
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Millions chased fast profits through complex trades. It ended with billions lost. How India’s options market unraveled and where retail traders go from here.
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:01:10 – Meta posts clear earnings beat, Tesla results remain mixed
00:09:09 – HSTECH drops below 4,000 for the first time in two years
00:10:49 – Exclusive: Barclays’ Kaanhari Singh on Asia equity flows
00:27:04 – China regulator urges e-commerce quality controls
00:30:34 – Breaking: BOK says 2026 and 2027 growth to outpace previous outlook
00:33:50 – Exclusive: Former US House Speaker Kevin McCarthy on midterm elections
00:46:22 – Breaking: Tech stocks lead losses in Asia
00:51:03 – APAC rate decisions in focus
00:57:31 – Exclusive: Former MI6 chief on Iran war fallout
01:06:50 – Breaking: DeepSeek raises $15B in funding deal joined by Tencent, CATL
01:08:47 – DeepSeek deal seeks to challenge US AI labs
01:12:42 – Exclusive: Boston Dynamics founder Marc Raibert on the future of robotics
01:23:25 – China hybrid export surge set to boost automakers’ 3Q earnings
01:30:06 – Breaking: China’s CSI 300 falls 20% from June high
01:32:06 – China and Hong Kong stocks extend losses
——–
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Wall Street splits on AI as Ken Griffin warns of a bubble and Larry Fink says keep building. Musk weighs a $3.5 trillion SpaceX-Tesla tie-up. United warns on rising fuel costs, while Netflix growth slows. Plus, Per Franzen on AI overinvestment, Matthew Condon on Netflix’s next act, and Sagar Gupta joins us on activist opportunities in tech and media.

Chapters:
00:00:00 – Open Interest
00:02:01 – SpaceX Earnings, Tesla Merger Discussions & AI Revenue Surge
00:04:54 – United Airlines, Fuel Costs & Premium Travel Demand
00:07:45 – Meta Earnings, AI Monetization & Compute Capacity Economics
00:12:53 – High Interest | France Unrest, Airline Profit Pressures & Netflix Growth Slowdown
00:14:07 – Matthew Condon Citizens | Netflix’s Growth Challenges, Content Strategy & Sports Rights Opportunities
00:22:59 – Aoifinn Devitt Moneta | AI Spending Risks, Bubble Concerns & Election Market Impact
00:31:51 – Exclusive | EQT CEO Per Franzen on AI Investment, Data Centers & Private Markets
00:32:11 – Top Calls | United Airlines Upgrade, Zoom AI Momentum & Chipotle Downgrade
00:34:14 – AI Infrastructure Demand, Cost of Capital & Data Center Capacity Constraints
00:43:51 – AI Bubble Risks, Portfolio Positioning & Fixed Income Strategy
00:52:51 – Tesla-SpaceX Merger Mechanics, Governance & Shareholder Questions
00:55:52 – Sagar Gupta Anson Funds | AI Activism, Small-Cap Opportunities & Lionsgate M&A
01:04:56 – Ken Griffin on AI Bubble Risks, GPU Economics & Anthropic Spending
01:13:33 – Kyle Clark Beta Technologies | Electric Aviation & FAA Milestone Approval
——–
More on Bloomberg Television and Markets

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