Bloomberg

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." A new quarter begins with stocks battling a relentless rise in yields. Micron fuels the AI trade, Google rolls out Gemini 4 Argon, and Netflix plots its next act. Plus, Citi’s Kate Moore on why she's betting on stocks, Carlyle’s Mark Jenkins joins us to talk about hidden AI credit risks, and Aston Martin CEO Adrian Hallmark unveils the company's newest luxury SUV as it embarks on the road to a turnaround. Chapters: 00:00:00 - Open Interest 00:03:31 - Micron Earnings, AI Memory Demand & Margin Sustainability 00:07:14 - Media & Streaming Shakeup 00:12:04 - High Interest | Blackstone, Ben Affleck, Google 00:13:40 - Google's Gemini 4 Argon, OpenAI Competition & Microsoft's Best Quarter Since 1998 00:18:32 - Kate Moore Citi Wealth | AI concentration risks 00:32:15 - Top Calls | Microsoft, NVR, Occidental Petroleum 00:33:05 - Bill Ackman | Pershing Square 00:36:22 - M&A Slows, IPO Delays & Why Dealmakers Are Hesitating 00:54:37 - Mark Jenkins Carlyle | Private credit concentration risk 01:16:03 - Adrian Hallmark Aston Martin CEO | New DBX GT launch 01:25:40 - Jobs Report Preview -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts