Business
AI’s Power Shift | Open Interest 11/25/2025
Get a jump start on the US trading day with Matt Miller and Dani Burger on “Bloomberg Open Interest.” Big Tech’s power shuffle — Google’s AI surge could soon redraw the leaderboard of the world’s most valuable companies. Retailers serve up a mixed bag as new data hints some shoppers are tightening their belts — and confidence in the US economy takes its biggest dip in seven months. Plus, affordability is top of mind this Thanksgiving week — restaurateur Caroline Styne joins Bloomberg Open Interest on what’s really driving up your dinner tab.
00:00:00 – Open Interest
00:02:18 – Nvidia-Google Chip Rivalry Escalates
00:11:29 – Zelenskiy say Peace Talk with US continue
00:14:24 – High Interest | Jay Clayton, Macro Desk, Home-sellers
00:16:28 – Investors Digest Retail Results
00:23:10 – Stock to Watch | Alphabet, Meta Platforms, Nvidia
00:23:57 – Jitania Kandhari Morgan Stanley | Nvidia-Google AI Chip Rivalry
00:33:01 – Top Calls | Estée Lauder, Brinker, Alphabet
00:34:25 – Nvidia Shares Slump, Erasing $24B in Market Value
00:40:56 – 2025 Holiday Sales Seen Hitting $1T
00:44:52 – Breaking News | US Nov. Consumer Confidence
00:48:22 – Nvidia-Google AI Chip Rivalry Escalates
00:50:07 – Mary Ann Bartels Sanctuary Wealth Chief Investment Strategist | NASDAQ Tumbles on Tech Selloff
00:58:23 – Rowan Dismisses Private Credit Risk Fear
01:05:44 – Caroline Styne The Lucques Group | Affordability Top of Mind this Thanksgiving
01:15:59 – Big Take | Trump’s Historic Investment Boom is Short Trillions
01:23:14 – White House Says Ukraine Peace Deal Gaps “Not Insurmountable Able”
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Business
US Strikes Iran Targets as Trump Vows to ‘Watch Over’ Hormuz
The US carried out airstrikes on an Iranian military site and imposed new sanctions to prevent Tehran from profiting from vessels transiting the Strait of Hormuz. Hours earlier, President Donald Trump asserted that no one nation would control the vital waterway, highlighting a key obstacle in resolving the conflict. Bloomberg’s Jill Disis reports.
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Business
Ebola Deaths Top 200 in Africa as Officials Warn of Wider Risk
Ebola may have killed more than 200 people so far in the Democratic Republic of Congo and is turning into a regional security …
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Business
SpaceX Cuts IPO Valuation By $200 Billion | Daybreak Europe 05/29/2026
Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, …
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Business
Trump Says He Will make ‘Final Determination’ on Iran | Balance of Power: Early Edition 5/29/2026
On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss President Trump’s signal that he will make decision whether to extend the fragile ceasefire with Iran for another 60 days. On today’s show, former US Congresswoman from California Jane Harman, Harvard Kennedy School Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino, President and CEO of Republican Main Street Partnership Sarah Chamberlain, and Hermeus president Zach Shore. In addition, Governor of the Bank of England Andrew Bailey in conversation with Bloomberg’s Stephanie Flanders from the Reykjavík Economic Conference.
Chapters:
00:00:00 – Balance of Power: Early Edition
00:02:28 – Stocks Hit Records High After US-Iran Deal Reports
00:04:24 – Trump Says ‘Final Determination’ on Iran Is Coming
00:07:52 – Oil Slides as Trades Bet on US-Iran Truce Renewal
00:11:57 – Congress to Take Up War Powers Resolution Again After Recess
00:14:35 – Bank of England’s Bailey on Bloomberg
00:16:24 – Bailey: Uk Banks Don’t Have Access to Mythos
00:19:45 – Bailey: Glasswing Phase 2 Hasn’t Happened Yet
00:20:42 – Bailey: Must Have International Approach to Cyber Risk
00:23:13 – Bailey: There Are Signs of Strains in Private Credit
00:25:49 – Bailey: Stablecoin Issuance Limits Certainly an Option
00:28:04 – Trump Says ‘Final Determination’ on Iran Is Coming
00:29:23 – Congress to Take Up War Powers Resolution Again After Recess
00:31:08 – Republicans Grapple with Impact of War, Inflation Ahead of Midterms
00:32:02 – Trump Says He Doesn’t Care About Midterms in Iran Negotiations
00:36:09 – Stocks Hit Records High After US-Iran Deal Reports
00:37:47 – Pentagon Floats Increased Defense Budget
00:39:56 – Pentagon Spending Quagmire Threatens to Ensnare US Lawmakers
00:43:08 – Hermeus Archives Its First Unmanned Supersonic Flight
——–
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