#wallstreet #investment #markets - OpenAI’s $70B AI Boom, Goldman Leads Wall Street Trading Surge: Bloomberg Television

9 October 2026

 OpenAI’s $70 billion revenue target reignites the AI trade. Jet fuel prices squeeze US airlines, while Goldman leads a Wall Street trading windfall. Plus, Naftali Group CEO Miki Naftali on South Florida’s luxury real estate boom, and Brooklyn Sports & Entertainment CEO Sam Zussman on the Liberty’s playoff push and record crowds at Barclays. Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest."

Chapters:

00:00:00 - Open Interest | 10/09/2026

00:05:32 - Delta Cuts Outlook

00:08:02 - Goldman Set To Lead Wall Street’s $19B Stock-Trading Haul

00:13:08 - SpaceX Acquiring Crucial Swath of Spectrum

00:18:03 - Stocks Bounce as Oil Slips

00:25:50 - OpenAI Sees &70B Revenue Run Rate by Year-End

00:30:13 - Top Calls | IBM, Webull, Humana

00:31:26 - ETF Flows Break Record

00:35:36 - Panmure Sees AI Bubble Pop in Next 2 Years

00:44:16 - UMich Prelim. October Consumer Sentiment Falls

00:51:47 - Apple Cuts iPhone 18 Pro Component Orders

00:57:55 - Stocks Halt Back-to-Back Losses

01:05:44 - Fort Lauderdale: From Snowbirds to Skyscrapers

01:16:43 - New York Liberty Vying for Second WNBA Title

01:24:03 - Trump Rules Out Attacks on Iran Before Midterms

#nvidia #broadcom #volatility - Bob Lang on De-Risking at Record Highs; Bulls Flood NVDA, AVGO, MRVL Options: Schwab Network

9 October 2026 

Bob Lang discusses de-risking as higher oil prices, rates and market complacency threaten the rally. He sees strength in tech and semiconductors, highlighting options activity in Marvell (MRVL), Broadcom (AVGO), Nvidia (NVDA) and Dell Technologies (DELL).

Lang also looks to JPMorgan (JPM) and Bank of America (BAC) earnings for clues on the consumer and economy.

#nvidia #broadcom #volatility

Watch Schwab Network LIVE: Schwab Network

#S&P500 #investment #markets - “New Highs Are The Best Time To Buy” — Art Hogan’s Playbook For S&P 8,000: TheStreet

9 October 2026

B. Riley Wealth Chief Market Strategist Art Hogan reveals why the S&P 500 is poised to hit 8,000 and how tech pullbacks will create prime buying opportunities in stocks like Microsoft and Apple. He also breaks down his “barbell” strategy across financials, healthcare, and industrials and warns of the exact macro risk that could halt the rally. 00:00 Introduction 00:08 S&P 500 Price Target & Year-End Market Highs 01:21 Leadership Shift: Will Non-Tech Sectors Outperform? 02:10 Is It Time to Trim Big Tech Holdings? 02:53 Buying Tech Pullbacks: Strategy & Opportunities 03:30 Top Tech Stocks to Buy on a Pullback 04:35 Top Stock Ideas Outside of Technology 06:13 Market Timing vs. Investing in Sector Rotation 06:57 Is Index Investing in the S&P 500 Safe at All-Time Highs? 08:11 Impact of Middle East Escalation & $100 Crude Oil on Stocks 09:43 Earnings Season Warning Signs & Defensive Portfolio Moves 10:36 When & How to Shift to Defensive Investments 11:35 Is Gold a Bargain After Pulling Back From Highs? 13:00 Clarifying Gold Strategy: Buy Now or Wait? 13:13 Is Bitcoin a Buy Above $80,000? 14:03 Small-Cap Stocks Outlook & Interest Rate Risks 15:43 The Biggest Midterm Election Mistake Investors Make 16:32 Rapid-Fire: This or That Recorded: October 8, 2026

#asia #investment #markets - OpenAI's Revenue Report Deepens AI Bubble Fears, Firmus Shelves IPO: Bloomberg Television

9 October 2026

"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. Chapters: 00:00:00 - Bloomberg: The Asia Trade begins 00:02:35 - Sources: OpenAI expects $70 Billion in annualized revenue by end of 2026 00:07:39 - OpenAI revenue report triggers tech selloff 00:10:44 - Fed's Musalem: Rates should go up in next 6-9 months 00:13:30 - Nvidia-backed Firmus shelves Aussie IPO, weighs private round 00:16:37 - US bars Microsoft, other IT firms from visa program 00:19:23 - Las Vegas Sands CEO Patrick Dumont on non-gaming investments in Macau 00:26:57 - EXCLUSIVE: Lumentum CEO Michael Hurlston on global AI demand outlook 00:37:32 - Trump says US won't attack Iran before midterms 00:42:18 - Bloomberg Opinion: The world isn't ready for a Japan with interest 00:47:30 - Markets open in Japan 00:50:57 - Principal Global Investors' Seema Shah on market strategy 00:58:39 - OpenAI in talks for $30B+ funding round 01:03:23 - Nvidia-backed Firmus pulls IPO as investors turn skittish 01:08:17 - Iran attacks continue in Strait of Hormuz 01:14:07 - Hinrich Foundation's Deborah Elms on EU-China trade tensions 01:21:00 - Bloomberg Opinion: Europe has got its Made-in-China policy wrong 01:23:35 - Big Take: China eyes AI edge from renewable energy surplus 01:28:07 - US suspends Microsoft, Indian firms from visa program over alleged fraud 01:31:03 - Las Vegas Sands CEO Patrick Dumont on regional gaming outlook