Get a jump start on the US trading day with Vonnie Quinn on “Bloomberg Open Interest.” Wall Street’s biggest banks kick off earnings season with mixed results as new challenges emerge for profits. The AI trade cracks further as the chip selloff extends. Apple makes a $299 smart-home push. Plus, UnitedHealth raises its outlook, J&J weighs an orthopedics spinoff, and KBW’s Chris McGratty breaks down the banks.
Chapters:
00:00:00 – Open Interest
00:02:00 – Big Banks Kick Off Earnings Season
00:03:33 – Chip Stocks Slide as AI Trade Faces New Questions
00:06:40 – Healthcare Earnings: J&J and UnitedHealth in Focus
00:12:32 – Christopher McGratty KBW | Bank Earnings, Trading Revenue and Margins
00:21:40 – AI Concentration Risks and Global Diversification
00:31:57 – Top Calls | Adobe, AST, JPMorgan
00:33:03 – Why Bank Stocks Aren’t Rallying
00:38:00 – Apple’s Smart Home Strategy and Foldable iPhone
00:44:23 – Housing Data, Mortgage Rates and CPI Expectations
00:47:18 – Inflation Risks, Oil Prices and Fed Policy
00:55:00 – Brookfield on Financing the AI Infrastructure Boom
00:57:31 – Laura Holson New Mountain Capital | Private Credit Opportunities and AI Funding
01:05:01 – Mike Nassif Neogen | Food Safety, Supply Chains and Product Recalls
01:14:32 – Narendra Modi on India’s Growth, AI and Global Trade
01:16:02 – CFTC Trading Investigation and Oil Markets
01:20:50 – Banks, Capital Markets and Wealth Management
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