Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Microsoft powers higher after a blockbuster quarter while Meta stumbles as investors demand proof its AI spending will pay off. Apple and Amazon are up next as markets brace for two more tech giants. We’ll hear from Kevin Hassett on the Fed and inflation, Starbucks CEO Brian Niccol on the consumer comeback, plus exclusive insights from Microsoft, Meta, and Kendra Scott on what’s driving the next wave of AI and retail growth.
Correction: This video has been edited to update a graphic with correct analyst disclosures.
Chapters:
00:00:00 – Open Interest
00:02:39 – GDP Slowdown, PCE Inflation, Consumer Spending & Kevin Warsh’s Fed
00:06:35 – Meta’s AI Spending, Microsoft’s AI Monetization, Cloud Growth & AI Infrastructure
00:10:19 – Anastasia Amoroso Partners Group | AI Trade Risks, Hyperscaler Spending, Oil Shock & Market Outlook
00:14:08 – Kevin Hassett White House | Warsh’s Fed, Inflation Fight, GDP Growth, Interest Rates & AI Bubble Debate
00:29:44 – omain Bostick & Brian Niccol | Starbucks Growth, Consumer Resilience, Loyalty Programs & U.S. Spending Trends
00:45:35 – Michael Nathanson MoffettNathanson | Meta’s AI Spending Problem, ROI Concerns, Compute Strategy & Zuckerberg’s Vision
00:50:50 – JoAnne Feeney Advisors Capital Management | AI Trade, Market Concentration & Hyperscaler Spending Risks
01:02:18 – High Interest | ICE Acquires MarketAxess, Blue Owl Fundraising Slowdown & Meta’s $279B AI Commitments
01:03:08 – Derrick Wood TD Cowen | Microsoft’s Goldilocks Quarter, Azure Growth, Copilot Adoption & AI Monetization
01:09:18 – Jersey Mike’s IPO, Reformation IPO & Consumer IPO Market Recovery
01:13:08 – Robinhood Prediction Markets, Mastercard Growth & Payments Innovation
01:15:15 – Chris Blakeslee Kendra Scott | Consumer Spending Trends, Luxury Jewelry, Retail AI Adoption & Kendra Scott Growth
01:25:11 – Iran Conflict, Strait of Hormuz, U.S. Strikes, Israel Strategy & Ukraine Developments
01:30:14 – FIFA Media Rights Sale, Joshua Kushner Talks & Sports Investment Controversy
——–
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