Get a jump start on the US trading day on “Bloomberg Open Interest.” Meta tops Wall Street targets, but its AI spending surge raises fresh concerns. Tesla pulls back on spending, while Blackstone President Jonathan Gray pushes back on AI bubble fears. Plus, JPMorgan’s Gabriela Santos and Goldman Sachs’ Ben Snider break down whether the AI boom can deliver profits and where investors find the next winners.
Chapters:
00:00:00 – Open Interest
00:01:38 – Meta Earnings, MUSE Adoption, AI Spending & Zuckerberg’s Share Structure
00:04:44 – Tesla Earnings Reaction, SpaceX Merger Debate & Capital Spending Concerns
00:07:44 – Saudi Arabia Evacuations, Iran Threats & Post-Midterm Risks
00:14:48 – Michael Nathanson Moffettnathanson | Meta’s Core Ad Business, MUSE Outlook & Zuckerberg Retention Plan
00:23:17 – Gabriela Santos JP Morgan Asset Management | AI Capex, Hyperscaler Valuations & Long-Term Adoption Trends
00:31:46 – Top Calls | Netflix Downgrade, Tesla Bull Case & Meta Rating Upgrades
00:32:36 – Meta’s AI Strategy, Consumer Agents & Monetization Challenges
00:39:40 – Airline Earnings, Premium Travel Demand & Fuel Cost Pressures
00:44:53 – Meta Selloff, MUSE Optimism & AI Capex Anxiety
00:47:25 – Ben Snider Goldman Sachs | AI Investment Cycles, Defensive Trades & Earnings Concentration
00:55:52 – Ted Koenig Monroe Capital | Private Credit Stress, AI Financing & Data Center Risks
01:05:44 – Jon Gray Blackstone | Blackstone Outlook, AI Demand Surge & Infrastructure Investing
01:17:44 – AI’s Impact on Banking, Job Cuts & Zuckerberg’s California Fight
01:21:05 – Ivelina Green Pearlstone Alternative | Credit Market Stress, AI Debt Boom & CoreWeave Fallout
——–
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