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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UBS has slashed about two hundred positions in London in recent weeks as the integration of Credit Suisse nears its end. The cuts were announced internally in recent weeks, according to people familiar with the matter. The reductions were carried out across the bank’s units, including wealth management and investment banking, they said.

European stocks surpassed their prior closing record high as the region extended an outperformance driven by a rotation out of the artificial intelligence trade and a strong earnings season.

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 Anna Edwards, Guy Johnson and Tom Mackenzie.

Chapters:
00:00:00 – Bloomberg The Opening Trade 11/05/2026
00:01:28 – Post-Midterm Rotation Hits Chips
00:04:27 – BOE Rate Hike Expected
00:05:45 – Commerzbank CEO Bettina Orlopp
00:14:24 – Maersk CEO Vincent Clerc
00:25:14 – GOP Blame Game Begins
00:29:31 – BOE Rate Decision Preview
00:35:34 – ‘Blue Tsunami’ Big Impact on AI
00:38:39 – Markets in Three Minutes
00:42:18 – Stocks To Watch
00:47:32 – The Market Open
00:51:31 – Nuveen’s Laura Cooper
01:01:23 – Commerzbank Preps for UniCredit Takeover
01:05:42 – Midterm Results Challenge Trump’s Energy Agenda
01:12:57 – Need To Know
01:14:36 – Rheinmetall Plunges
01:17:41 – Dollar Falls As Traders Weigh Gridlock
01:24:06 – Cyberattacks Uptick Raises Fears
01:30:30 – Daybook
——–
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India is building US-style expressways to move freight faster. But many truckers still prefer older roads, where food, repairs and rest stops are cheaper. Aryan Gupta explains what’s putting the country’s $130 billion bet at risk.
——–
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Shares of semiconductor stocks plunged on Thursday, extending a recent selloff as investors turn skeptical on the artificial intelligence trade after the Democrats dominated the midterm elections. A team of Bloomberg experts help break down the recent market moves and what comes next, including US Semiconductor Reporter Ian King, US Senior Equities Editor Eric Weiner, Executive Technology Editor Michael Shephard, and Global Head of Tech Research Mandeep Singh. Plus, Equity Research Analyst at Wells Fargo Timna Tanners talks an anticipated steel selloff and how the Midterm results may impact metals industries.

Chapters:
00:00:00 Bloomberg Businessweek Daily
00:04:09 Markets: Semiconductors Plunge
00:05:56 Chipmakers, AI & the Blue Wave
00:08:14 Can Chip Demand Keep Up With the AI Boom?
00:12:08 Markets React to Data Center Backlash
00:15:18 AI Trade, Nvidia & Safe Havens
00:17:44 Data Center Loans & Financing Risks
00:19:03 Markets: Tech Selloff Continues
00:20:53 Microsoft Pulls Back From Risky Data Centers
00:22:39 Data Center Regulation & Political Risk
00:25:26 AI Growth vs. Community Concerns
00:28:08 Neo-Clouds Face New Regulatory Hurdles
00:30:12 Software Stocks & the AI Trade
00:32:10 AI Spending & Overseas Data Centers
00:34:25 Steel, Tariffs & the Midterm Impact
00:38:00 Data Centers, Metals & Industrial Demand
00:40:00 Iran War, Oil & Interest Rates
00:42:35 Markets Come Off Their Lows
00:45:59 Stock Movers: Sandisk, CoreWeave & AI
——–
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As Americans decide who controls Congress and pass their political verdict on President Trump’s second term, Bloomberg TV analyzes what the midterms mean for Wall Street and the world.

Chapters:
00:00:18 – Democrats Win Control of House and Senate
00:00:49 – Balance of Power Update
00:04:20 – Tight Senate Race in Michigan
00:05:33 – Projection: Democrats To Win Minnesota Senate Seat
00:06:02 – Tight Senate Race in Maine
00:08:30 – Big Tech Leads Equity Selloff
00:10:14 – Panel: Democrats Projected to Sweep House and Senate
00:15:06 – Panel: Democrats’ Win Rattles Trump
00:18:14 – Projection: Democrats To Win Maine Senate Seat
00:19:18 – Democrat Jackson Wins Maine Senate Seat
00:21:09 – Panel: Troy Jackson Unseats Susan Collins
00:24:12 – Talarico Gives Victory Speech in Texas
00:36:42 – Texas Flips Blue
00:39:45 – Trump Blamed GOP Losses On Him Not Being on Ballot
00:42:25 – Futures Update , Markets Check
00:44:14 – Panel: Verdict From Midterm Results
00:48:33 – Democrats Win Control of Congress
00:50:43 – El-Sayed, Rogers Locked In Tight Michigan Senate Race
00:54:04 – All Four Battleground Districts in PA Go to Democrats
00:55:01 – Senator Collins Concedes in Maine Senate Race
00:56:23 – Panel: Expectations for Lame Duck Agenda
01:01:51 – Projection: Democrats To Win Michigan Senate Seat
01:02:32 – El-Sayed To Become First Muslim Elected to US Senate
01:12:13 – Big Picture from Midterm Results
01:14:26 – Tech Selloff Eases
01:15:50 – El-Sayed Gives Victory Speech in Michigan
01:20:32 – California Prop 40 “Billionaire Tax” on the Ballot
01:21:42 – Inflation Backlash, Trump Fatigue Power Wins for Democrats
01:25:54 – Alaska Senate Race Comes Down to the Wire
01:28:47 – AI Data Center Boom Set for Upheaval After Midterms
01:32:42 – Final Thoughts
——–
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