17 August 2026
Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest."AI stocks are back in the driver’s seat as Anthropic’s growth fuels fresh optimism.,Plus, Jane Street takes a stunning $15 billion July loss, its first losing month in a decade.And President Trump pressures Oman and South Korea as the Iran war strains alliances. Chapters: 00:00:00 - Open Interest 00:01:23 - Anthropic's 14x Revenue Growth, OpenAI Run Rate, Nvidia Financing & AI Infrastructure Boom 00:04:32 - AI Credit Markets, Hyperscaler Debt Issuance, Private Capital & Data Center Financing 00:09:17 - Trump Threatens Oman, Strait of Hormuz Tensions, LNG Shipping Risks & South Korea Dispute 00:14:40 - High Interest | Jane Street's $15B Loss, Rising Beef Prices & AstraZeneca Lung Cancer Trial Failure 00:15:32 - AstraZeneca Trial Setback, Lung Cancer Pipeline, Bristol Myers M&A Speculation & Drug Development Risks 00:18:36 - Kristina Hooper Man Group | Inflation Risks, AI Capex Boom, Consumer Weakness, Higher Yields & Market Valuations 00:32:55 - Top Calls | Apple Upgrade, Okta Upgrade & Etsy Initiation at Neutral 00:34:10 - Anthropic Growth, OpenAI Competition, AI Data Center Capacity, Token Pricing & AI IPO Outlook 00:40:00 - Stripe's OpenRouter Acquisition, AI Infrastructure, Token Economics & Generative AI Monetization 00:44:28 - Walmart, Target, Consumer Health, Dividend Stocks & Retail Earnings Outlook 00:52:26 - Oman Tensions, Iran Negotiations, Strait of Hormuz Shipping & South Korea Military Drills 00:57:37 - High Interest | Barclays Leadership Shakeup, Family Offices Buying SpaceX & Jane Street's $15B Trading Loss 00:58:34 - Jane Street Losses, Situational Awareness Exposure, AI Investments & Market-Making Risks 01:05:03 - Ali Kashani Serve Robotics | Serve Robotics, Doordash Partnership, Delivery Automation, Robotics Economics & AI Deployment 01:17:21 - Ferrari EV Auction Record, Luxury Auto Demand & Wealth Effects from AI 01:21:44 - Megan O’Connor Nth Cycle | Critical Minerals, U.S. Supply Chain Independence, Battery Materials & China Competition
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