Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.”AI stocks are back in the driver’s seat as Anthropic’s growth fuels fresh optimism.,Plus, Jane Street takes a stunning $15 billion July loss, its first losing month in a decade.And President Trump pressures Oman and South Korea as the Iran war strains alliances.

Chapters:
00:00:00 – Open Interest
00:01:23 – Anthropic’s 14x Revenue Growth, OpenAI Run Rate, Nvidia Financing & AI Infrastructure Boom
00:04:32 – AI Credit Markets, Hyperscaler Debt Issuance, Private Capital & Data Center Financing
00:09:17 – Trump Threatens Oman, Strait of Hormuz Tensions, LNG Shipping Risks & South Korea Dispute
00:14:40 – High Interest | Jane Street’s $15B Loss, Rising Beef Prices & AstraZeneca Lung Cancer Trial Failure
00:15:32 – AstraZeneca Trial Setback, Lung Cancer Pipeline, Bristol Myers M&A Speculation & Drug Development Risks
00:18:36 – Kristina Hooper Man Group | Inflation Risks, AI Capex Boom, Consumer Weakness, Higher Yields & Market Valuations
00:32:55 – Top Calls | Apple Upgrade, Okta Upgrade & Etsy Initiation at Neutral
00:34:10 – Anthropic Growth, OpenAI Competition, AI Data Center Capacity, Token Pricing & AI IPO Outlook
00:40:00 – Stripe’s OpenRouter Acquisition, AI Infrastructure, Token Economics & Generative AI Monetization
00:44:28 – Walmart, Target, Consumer Health, Dividend Stocks & Retail Earnings Outlook
00:52:26 – Oman Tensions, Iran Negotiations, Strait of Hormuz Shipping & South Korea Military Drills
00:57:37 – High Interest | Barclays Leadership Shakeup, Family Offices Buying SpaceX & Jane Street’s $15B Trading Loss
00:58:34 – Jane Street Losses, Situational Awareness Exposure, AI Investments & Market-Making Risks
01:05:03 – Ali Kashani Serve Robotics | Serve Robotics, Doordash Partnership, Delivery Automation, Robotics Economics & AI Deployment
01:17:21 – Ferrari EV Auction Record, Luxury Auto Demand & Wealth Effects from AI
01:21:44 – Megan O’Connor Nth Cycle | Critical Minerals, U.S. Supply Chain Independence, Battery Materials & China Competition
——–
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Technology stocks lifted global equities after stellar revenue growth at Anthropic PBC bolstered the view that massive spending on artificial intelligence will be sustained.

Fighting between Israel and Iran-backed Hezbollah flared in Lebanon over the weekend, the latest setback in efforts to end parallel wars in the Middle East that have dragged on for almost six months and disrupted global markets.

Israel’s military said Sunday that it killed Abu Hassan Alaa, a senior Hezbollah commander, in southern Lebanon a day earlier. Eleven people died in the Israeli strikes, which Prime Minister Benjamin Netanyahu said were in retaliation for an attack by the militant group that seriously injured three soldiers.

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 Guy Johnson and Tom Mackenzie.

Chapters:
00:00:30 – Market Check
00:01:22 – The Opening Trade
00:02:06 – Risk of Central Bank Tightening
00:04:45 – Israel Strikes Lebanon
00:07:26 – Copper Price Near Record High
00:09:32 – Riksbank Rate Decision
00:12:41 – Israel Hits Lebanon in New Strikes
00:25:18 – Dollar Weakens
00:34:34 – Alphabet Weighs AUS Dollar Bonds
00:37:22 – Alibaba AI Model Hits 3 Billion Downloads
00:38:59 – It’s Not Looking Great for The Dollar: MLIV
00:49:37 – China July Retail Sales Rises
00:57:17 – Copper Surges Toward Record
01:15:22 – Neura Robotics CEO David Reger
01:20:28 – Dexory CEO Oana Jinga
01:24:24 – Record Heatwave in Belgium
01:26:58 – Talks with Oman Continue on Hormuz: Iran
01:31:08 – Brent Crude, Oil Price
——–
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Democratic Representative Gwen Moore of Wisconsin says higher gasoline prices are deepening Americans’ cost-of-living squeeze, pushing back on President Donald Trump’s comments that Americans should accept paying “a tiny bit more” at the pump because of the war with Iran. Rep. Moore says even modest increases are creating “chaos and hardship” for families. She also says Francesca Hong’s strong showing in Wisconsin’s Democratic gubernatorial primary demonstrated the resonance of her affordability message, while arguing Democrats shouldn’t be bullied by Republican efforts to characterize safety-net policies as communism. She speaks with Kailey Leinz and Joe Mathieu on the late edition of Bloomberg’s “Balance of Power.”
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.

On today’s show, the US government sold 30-year bonds at the highest interest rate in a quarter century, as investors demand greater compensation to finance the nation’s growing deficit.

Bloomberg learns OpenAI is on track to generate annualized revenue of more than $40 billion based on its current performance, roughly doubling its run rate from the end of 2025 and bolstering the company’s plans for a Wall Street debut.

And Nigel Farage is returning to parliament after a comfortable election win over a satirical candidate dressed as a trash can, but the victory is unlikely to quiet questions about the Reform UK leader’s personal finances.

Today’s guest: Alexandra Ivanova, Fixed Income Team Fund Manager, Invesco

Chapters:
00:00:00 – Daybreak Europe
00:01:13 – Global Stocks Rally on Tech as Fed Hike Bets Ease
00:06:15 – Farage Wins UK Election Meant to Counter Ethics Probe
00:12:15 – US to Roll Out ‘Economic Isolation’ Plan for Iran Next Week
00:15:33 – Trump Slaps 100% Tariffs on Drones, Deepening China Supply Rift
00:20:27 – Japan’s K Shaped Economy
00:26:00 – Oil Holds Drop as Hormuz Talks Stall
00:28:35 – Alexandra Ivanova, Fixed Income Team Fund Manager, Invesco
00:36:01 – Nigel Farage Wins UK Special Election
00:39:37 – The High Price of El Niño
——–
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“Balance of Power: Late Edition” focuses on the intersection of politics and global business. On today’s show, Democratic Representative Gwen Moore of Wisconsin says higher gasoline prices are deepening Americans’ cost-of-living squeeze, pushing back on President Donald Trump’s comments that Americans should accept paying “a tiny bit more” at the pump because of the war with Iran. Republican Representative Mike Flood of Nebraska says affordability is a concern he continues to hear from constituents, despite President Donald Trump dismissing the issue as a “hoax.” Democratic Representative Greg Casar of Texas says AI CEOs should testify before Congress about employment and national security concerns surrounding the technology.

Chapters:

00:02:18 Bloomberg’s Nancy Cook on Trump Dismisses Concerns About USS Lincoln Carrier
00:05:20 Representative Gwen Moore (D-WI) on Trump, Affordability & the Economy
00:07:38 Rep. Gwen Moore (D-WI) on Capital Gains Taxes & Cost-of-Living Concerns
00:10:55 Rep. Gwen Moore (D-WI) on Trump Defends Higher Gas Prices Amid Iran War
00:13:28 Rep. Gwen Moore (D-WI) on Democrats, Socialism & the Wisconsin Election
00:15:28 Power Moves: Top Financial Moves
00:18:16 Representative Mike Flood (R-NE) on Affordability & Housing
00:19:48 Rep. Mike Flood (R-NE) on Midterms & the Republican Agenda
00:21:47 Rep. Mike Flood (R-NE) on Housing Reform & When Americans Could See Relief
00:25:26 Rep. Mike Flood (R-NE) on USS Abraham Lincoln & Military Morale
00:28:28 Bloomberg’s Eric Martin on Trump Administration’s New Cuba Strategy
00:32:34 Representative Greg Casar (D-TX) on Congress Raises Alarm Over AI Safety
00:34:16 Rep. Greg Casar (D-TX) on Calls to Slow Down AI Development
00:37:23 Rep. Greg Casar (D-TX) on Proposal to Tax AI Companies
00:38:43 Rep. Greg Casar (D-TX) on Democrats Look Ahead to 2028, Progressives & Socialists
00:43:54 Political Panel Reacts: USS Abraham Lincoln, Inflation, Interest Rates
——–
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