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Open Interest 11/5/2026

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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” The tech rout accelerates as the midterm fallout slams chipmakers and Nvidia tumbles. Plus, Forrester founder, chairman and CEO George Colony on AI’s next phase, why custom chips could challenge Nvidia, and why the biggest value may be shifting to software.

Chapters:
00:00:00 – Open Interest
00:01:34 – Midterm Fallout, AI Infrastructure Risk & CoreWeave Pressure
00:03:36 – Qualcomm, Micron Supply Constraints & Memory Inflation
00:05:53 – Wendy’s Rejecting Trian’s Takeover Bid & Restaurant Industry Trends
00:10:32 – Brian Savoy Duke Energy | Data Center Demand & Power Grid Investment
00:19:54 – Sarah Hunt Alpine Saxon | AI Rotation, Tech Weakness & Where Investors Should Hide
00:33:13 – Top Calls | First Solar Upgrade, Nike Downgrade & Qualcomm Outlook
00:34:10 – AI Buildout Risks, Nvidia Demand & Data Center Slowdowns
00:42:08 – Why AI Stocks Are Selling Off After the Midterm Elections
00:44:50 – GOP Infighting, Iran Fallout & Midterm Election Consequences
00:47:56 – AI Selloff, Buying Opportunities & Global Diversification
00:57:09 – David Miller Morgan Stanley | Private Credit, AI Financing & the Cost of Capital
01:10:30 – Vicky Peacey Resolution Copper | U.S. Supply Needs & Long-Term Infrastructure Demand
01:16:56 – George Colony Forrester Research | I’s Next Phase, Nvidia’s Future & Private AI Models
01:22:48 – Microsoft Pulls Back From NeoCloud Exposure, AI Capital Allocation & Market Reset
01:27:35 – Nasdaq Meltdown, AI Reckoning & Tech’s New Reality
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BlackRock’s Rieder on Global Bonds, AI

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Rick Rieder, CIO for Global Fixed Income at BlackRock, discusses his outlook for global rates and bonds, as well as the outlook for the fundraising on AI, as companies look to raise capital for infrastructure build-out. He speaks exclusively with Paul Allen and Haidi Stroud Watts on “Bloomberg: The Asia Trade”.
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Bloomberg Surveillance 01/31/2024

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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern have the economy and global markets “under surveillance”. Their daily conversations with leaders and decision makers from Wall Street to Washington and beyond cover the latest in business, investment, and geopolitics. No other program better positions investors and executives for the trading day.
About “Bloomberg Surveillance”
Tom Keene, Jonathan Ferro & Lisa Abramowicz are live from New York each business day, bringing insight on global markets and the top business stories of the day.

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Bremmer: U.S. Retreat From Global Leadership Is a Long-Term Shift

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Ian Bremmer says Tuesday’s election should be viewed against structural changes in U.S. policy that are likely to persist regardless of which party holds the White House. He cites weaker support for free-trade agreements and a greater reliance on industrial policy, subsidies and tariffs. Bremmer speaks with Romaine Bostick on “The Close.”
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Opinion’s O’Brien Expects Gridlock in Washington After Democrats Take Back Congress

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President Donald Trump congratulated Democrats for doing “a good job” after the party inflicted devastating defeats on his Republican allies, winning back both houses of Congress and picking up several governors’ mansions.
But the president, in an interview with Fox News early Wednesday morning, didn’t take responsibility for a long night of GOP defeats.
Tim O’Brien, Senior Executive Editor: Bloomberg Opinion, discusses the legacy of Donald Trump, his reaction to the GOP loss, and how he may govern in his final two years in office.
——–
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Oaktree’s Marks on Long-term Investing

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Howard Marks, Co-Chair at Oaktree Capital Management, says investors should build a portfolio of assets that can perform over the long term. He speaks exclusively on “The China Show”.
——–
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