Get a jump start on the US trading day with Matt Miller, Katie Greifeld and Sonali Basak on "Bloomberg Open Interest." Microsoft and Meta in the spotlight as investors await updates on AI spending, they are increasingly eager to see returns on investments for AI. Palo Alto Networks is expected to buy CyberArk for about $25B, signaling increased demand for identity solution tools. Liz Hart, Newmark President of Leasing for North America, joins Open Interest to discuss the Fed rate’s impact on commercial real estate.
Chapters:
00:00:00 – Open Interest Starts
00:01:42 – Investors Await AI Spending Updates
00:13:16 – HIGH INTEREST
00:14:49 – Starbucks CEO:Turnaround Ahead of Schedule
00:20:10 – US Economy Rebounds | Jay Hatfield Founder CEO and Portfolio Manager Infrastructure Capital Management
00:33:36 – TOP CALLS
00:37:47 – Microsoft’s AI Spending | Antoine Chkaiban, New Street Technology Infrastructure Analyst
00:46:38 – Fed Set to Hold | Abby Joseph Cohen, Columbia Business School Professor / Retired Goldman Sachs Partner
00:56:47 – HIGH INTEREST
00:58:58 – Harley Davidson Confirms KKR, PIMCO Deal | Daniel Pietrzak Global Head of Private Credit Funds KKR
01:06:01 – Fed Rate’s Impact on Commercial Real Estate | Liz Hart, Newmark President of Leasing for North America
01:14:11 – Environment for Private Asset-Backed Deals | Jeff Aronson, Centerbridge Partners Co-Founder
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