Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Stocks push toward new highs, but Ray Dalio is sounding the alarm on bonds. JPMorganChase Chairman & CEO Jamie Dimon joins us exclusively on rising debt, dealmaking and AI’s growing cyber threat. Plus, Nvidia nears a $6 trillion valuation, Google makes a major nuclear power bet, and Oaktree’s Danielle Poli reveals where credit risk is building.

Correction: “This video was edited to correct the spelling of “Yehuda Shmidman” that aired in the program at 10:40 am ET.”

Chapters:
00:00:00 – Open Interest
00:01:44 – Treasury Markets, China, Japan & Rising Debt Risks
00:03:04 – Wall Street Profits Head Toward $90B & Record Bonus Season
00:05:14 – Nvidia Nears $6T, Buybacks & Why AI Keeps Driving Markets
00:07:25 – Google’s 20-Year Nuclear Power Deal & AI Energy Demand
00:11:36 – Jamie Dimon, JPMorgan CEO
00:31:36 – Nancy Tengler Laffer Tengler | Earnings outlook
00:43:59 – Top Calls | Lockhead, Nike, JetBlue
00:46:41 – Paramount-Warner Deal Closes, Streaming Strategy & Media Industry Shakeup
00:52:59 – Rachael Arnold, Vista Equity Partners
01:04:16 – High Interest | French, Diesel, SEC
01:06:20 – Danielle Poli Oaktree Capital | Private credit risks
01:23:21 – Yehuda Shmidman WHP Global | Consumer spending trends
01:31:44 – Trump’s Diesel Policy, Energy Costs & Midterm Strategy
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Yemen’s internationally-recognized government, backed by Saudi Arabia, claimed to have regained territory from the Houthis, as fighting in the region near the Bab el-Mandeb strait intensifies. The Yemeni armed forces said they took control of the Red Sea city of Mokha on Monday after battles with the Iran-backed Houthis, according to Saba, a Yemeni news agency.

Hundreds of French high schools are shut as teacher unions join a student-led protest movement demanding more money for education.

The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie.

Chapters:
00:00:00 – “The Opening Trade” Begins
00:01:23 – France’s Political and Fiscal Risks
00:04:38 – Bessent, US Debt and Rising Treasury Yields
00:06:02 – AI Fundraising: OpenAI, Moonshot and DeepSeek
00:08:30 – Tech’s Rising Cost of Capital
00:13:15 – Schroders’ Global Fixed Income Fund Manager James Ringer on France and Fixed Income & Finding Value in Credit and Mortgage-Backed Securities
00:20:32 – Global Headlines: Russia, Security and Yemen
00:24:17 – Nasdaq Hits a Record Despite Higher Yields
00:24:41 – JPMorgan International Technology Investment Banking Co-Head Matthew Gehl on AI Investment and Capital Costs, the Tech IPO Pipeline
00:33:08 – Ray Dalio on France’s Borrowing Problem
00:35:05 – French Student Protests Intensify, What to Expect From Le Pen’s Counterbudget
00:39:00 – France’s Bond Stress and Euro Weakness, Brazil’s Post-Election Market Rally, The Outlook for Treasury Yields
00:42:31 – European Stocks to Watch
00:47:06 – European Markets Open Higher
00:49:40 – 7IM Co-CIO Shanti Kelemen on Can Stocks Keep Climbing the Wall of Worry, Is It Time to Buy Bonds, UK Housing Versus Other Investments
00:57:44 – European Stocks on the Move
01:05:21 – Could France’s Bond Stress Become a Crisis
01:10:18 – European Stocks Rally as Yields and Oil Fall
01:13:34 – Morgan Stanley FX & Emerging Markets Strategy Head James Lord on Euro Weakness, Japan, Repatriation and the Yen, Spain’s Political Risk and the Euro
01:22:06 – European Bonds Rally
01:23:03 – Wayve CEO Alex Kendall on Autonomous Driving, The Global Market for Autonomous Vehicles, Physical AI and Wayve’s Growth Strategy
01:30:41 – What’s Driving the Bond Market Rally, France, the Euro and the US Rates Outlook
01:33:53 – Closing and What’s Ahead
——–
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Chipmaker AMD agreed to acquire World Labs for $8.2 billion, gaining an artificial intelligence startup founded by industry pioneer and researcher Fei-Fei Li.

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Australia is stepping up scrutiny of artificial intelligence, with representatives from OpenAI, Anthropic, Microsoft and Google facing questions from a parliamentary inquiry. The hearing comes after OpenAI revealed their technology breached Australian government agencies earlier this year. Director of the AI Institute at the University of New South Wales, Sue Keay joins “Bloomberg: The Asia Trade” to discuss safety concerns, regulation and whether Australia risks missing out on the benefits of AI.
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” AI chips are surging as Altman backs Cerebras and Musk fuels a TSMC rally. Two mega deals hit the tape, while Brazil markets jump on a Bolsonaro upset. Plus, Michael J. Wolf breaks down the $110 billion Skydance and Paramount merger, Carley Garner makes the case for a gold bounce, and we track an $845B dollar boom for tech billionaires.

Chapters:
00:00:00 – Open Interest
00:01:11 – Treasury Yield Surge, Weak Market Breadth & Global Bond Stress
00:02:54 – OpenAI Defends Cerebras Partnership & Elon Musk’s TSMC Surprise
00:06:29 – France Debt Crisis Fears, Euro Weakness & Rising Bond Spreads
00:13:00 – High Interest | Yemen, Aramco, Bolsonaro
00:14:06 – Bolsonaro’s Upset, Brazil Markets Rally & Election Implications
00:18:26 – Stuart Kaiser Citi | Why Citi Is Turning Bullish Again
00:32:27 – Top Calls | Wells Fargo, DraftKings, Harley-Davidson
00:35:10 – SMC, Intel & the Terafab Battle
00:39:44 – Liana Baker | M&A Returns
00:44:18 – ISM Services Data, Inflation Pressures & Fed Expectations
00:46:38 – Victoria Fernandez Crossmark | Why Stocks Ignore Higher Rates
01:01:13 – Bloomberg Billionaires Index
01:05:34 – Michael Wolf, Activate | AI adoption in business
01:14:38 – Citigroup Accelerates Promotions
01:22:16 – Carley Garner DeCarley Trading | Gold rebound setup
——–
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