Get a jump start on the US trading day with Matt Miller and Dani Burger on “Bloomberg Open Interest.” Stocks push toward fresh highs, Apple eyes more US chip production, and GameStop’s eBay bid faces skepticism as Michael Burry exits. Plus, Duke Energy CFO Brian Savoy breaks down the company’s earnings beat. And we’re live from the Milken Conference in Beverly Hills with Carlyle’s John Redett, EQT’s Per Franzen, JPMorgan’s Anu Aiyengar talking AI, power demand, private equity and megadeals.
Chapters:
00:00:00 – Open Interest
00:02:11 – Apple Considers Intel, Samsung for Processors
00:05:09 – Covid Product Sales Continue to Fall
00:07:54 – Brian Savoy Duke Energy Q1 Results
00:14:43 – High Interest | US, Iran Ceasefire, Hegseth, Apollo Raises $6.5B Hybrid Fund
00:17:10 – Burry Dumps Gamestop, Cites Strategy Risk
00:23:01 – Stocks to Watch | Apple, Intel, Palantir Technologies
00:24:02 – Ben Snider Goldman Sachs | Earnings to Drive Gains
00:34:03 – Top Calls | Lowes, Roblox Corp, KKR
00:35:25 – Anu Aiyengar JPMorgan Chase & Co | 2026 M&A Expectations
00:44:41 – ISM Data
00:47:15 – Per Franzen EQT | Future of PE
01:00:21 – Harley Sales Rise, But Profits Sink
01:05:25 – John Redett Carlyle | Private Equity Rethinks Playbook
01:17:29 – Former Citadel Chief Technology Officer Umesh Subramanian & Motive Partners Rob Heyvaert | Milken Conference
01:24:20 – UAE Air Defenses Engage Missile, Drone Threats
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More on Bloomberg Television and Markets
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