Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” A new quarter begins with stocks battling a relentless rise in yields. Micron fuels the AI trade, Google rolls out Gemini 4 Argon, and Netflix plots its next act. Plus, Citi’s Kate Moore on why she’s betting on stocks, Carlyle’s Mark Jenkins joins us to talk about hidden AI credit risks, and Aston Martin CEO Adrian Hallmark unveils the company’s newest luxury SUV as it embarks on the road to a turnaround.

Chapters:
00:00:00 – Open Interest
00:03:31 – Micron Earnings, AI Memory Demand & Margin Sustainability
00:07:14 – Media & Streaming Shakeup
00:12:04 – High Interest | Blackstone, Ben Affleck, Google
00:13:40 – Google’s Gemini 4 Argon, OpenAI Competition & Microsoft’s Best Quarter Since 1998
00:18:32 – Kate Moore Citi Wealth | AI concentration risks
00:32:15 – Top Calls | Microsoft, NVR, Occidental Petroleum
00:33:05 – Bill Ackman | Pershing Square
00:36:22 – M&A Slows, IPO Delays & Why Dealmakers Are Hesitating
00:54:37 – Mark Jenkins Carlyle | Private credit concentration risk
01:16:03 – Adrian Hallmark Aston Martin CEO | New DBX GT launch
01:25:40 – Jobs Report Preview
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NVIDIA plans to invest $1 billion over five years in a new laboratory with Eli Lilly and Company, aiming to speed up the use of artificial intelligence in the pharmaceutical industry. Heres what Eli Lilly CFO Lucas Montarce had to say about the partnership. Watch the full interview here: https://bloom.bg/4jCDBGh

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Bloomberg Surveillance: Early Edition, live from London and New York. Francine Lacqua, Anna Edwards, Matt Miller, and Kailey Leinz deliver the latest news and analysis on the markets with leaders in global finance and economics. William Alberque, Director of Strategy, Technology and Arms Control at IISS, says he is afraid Putin will push further. Orysia Lutsevych, Research Fellow and Manager of the Ukraine Forum in the Russia and Eurasia Programme at Chatham House, says sanctions are one way to support Ukraine. Ivan Arriagada, CEO of Antofagasta, says copper demand is positive.

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Bloomberg’s Eliza Ronalds-Hannon joins Scarlet Fu on “Bloomberg Real Yield.” Florida’s Brightline high-speed rail project is seeking options to address its debt load that avoid sending the Fortress Investment Group-backed firm into a possible bankruptcy, according to people familiar with the matter.
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A pilot of a FlyDubai jet carrying more than 170 passengers to Tel Aviv stabbed his colleague and tried to crash the plane. Passengers and members of the crew stormed the cockpit and managed to stabilize the jet. Bloomberg’s Benedikt Kammel breaks down the situation.
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