Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Alphabet’s sales miss reignites AI fears, while Microsoft defies the gloom. AI jitters spread beyond Big Tech, hitting Caterpillar as investors question the spending boom. The Fed holds fire, the ECB is next, and the race to replace Lagarde heats up. Plus, White House NEC Director Kevin Hassett on inflation and the Fed’s next move.

Chapters:
00:00:00 – Open Interest
00:01:37 – Alphabet’s AI Dilemma, Gemini Growth & Microsoft’s Azure Surge
00:04:20 – Caterpillar, AI Infrastructure Demand & Data Center Capex
00:07:40 – GDP Growth, Data Center Spending & Inflation Risks
00:10:51 – Marvell Deal Talks, DoorDash-Instacart & Eli Lilly
00:13:29 – ECB Rate Hold, Lagarde Succession & European Political Risks
00:15:32 – Marija Veitmane State Street | European Markets, Bond Yields & Why Investors Still Prefer U.S. Stocks
00:23:19 – Marvell-Lumentum, AI Networking Demand & Microsoft’s Bond Offering
00:31:50 – Eli Lilly, Weight-Loss Drugs & Medicare Demand Growth
00:36:20 – Christine Lagarde’s Surprise Departure & the Future of the ECB
00:39:32 – ECB Press Conference | Christine Lagarde on Holding Rates Steady Amid Energy Inflation
01:21:50 – Christine Lagarde Explains Her Departure, Free Speech Goals & Future Public Role
01:26:34 – Kevin Hassett White House | GDP Strength, Inflation Debate & Midterm Election Economics
01:38:20 – AI Earnings Reckoning, Alphabet Collapse & Investor Demand for Cash Flow
01:40:19 – Microsoft’s AI Payoff: Azure Growth, Debt Issuance & Long-Term AI Returns
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Disclosure returns for Season 2, in video, as investigative reporter Jason Leopold and attorney Matt Topic take viewers inside a yearslong effort to head off document destruction at the White House during President Trump’s first term.
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Indian authorities detained Abhijeet Dipke, founder of the youth-led Cockroach Janta Party, on Friday as thousands of demonstrators took to the streets of New Delhi over a contentious voter-roll revision and the arrest of two prominent party leaders.
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President Donald Trump and Vice President JD Vance were evacuated from the White House Correspondents’ Association dinner in Washington on Saturday after shots were fired at the hotel hosting the event. A suspect is now in custody and being questioned, Trump said.
bloom.bg/4naNrkR
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Yields are climbing almost daily all around the world as the bond selloff continues. What’s driving this selloff and how much higher can yields go? Bloomberg’s Ruth Carson answers some of your questions.
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