Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Nvidia’s bullish forecast reignites the AI trade and calms bubble fears, for now. Stocks get another boost from a stronger-than-expected jobs report…the shutdown-delayed data suggests the economy is still on a firm footing. We talk to US Labor Secretary about the US jobs snapshot. The world’s biggest retailer, Walmart, warns higher costs are coming… but it’s feeling good about business overall.
Chapters:
00:00:00 – Open Interest
00:02:48 – Nvidia Forecast soothes AI Bubble Fears
00:05:20 – Futures Extend Gains After Sept. Jobs Data
00:08:46 – Walmart Sees Higher Tariff Cost Coming
00:12:41 – High Interest | Trump and Mamdani, Blue Owl
00:15:21 – David O’Connor, BNP Paribas | Nvidia Forecast Soothes AI Bubble Fears
00:22:22 – Stocks to Watch | Nvidia, Walmart
00:23:33 – Lori Chavez-DeRemer US Labor Secretar | US Jobs Report Shows Unexpected Strength
00:31:33 – RaeAnn Mitrione Callan Family Office | Wall Street Rallies as AI Bubble Fears Abate
00:37:12 – Top Calls | Nasdaq, Apollo, Nvidia
00:45:29 – Amy Wu Silverman RBC Capital | Home Sales Rise
00:57:06 – Kathy Bostjancic, Nationwide Mutual Insurance | Jobs Report Shows Unexpected Strength
01:06:13 – Mike Dorrell Stonepeak | AI Bubble Worries
01:18:48 – Stocks Rally as Nvidia Earnings Ease AI Bubble Worries
01:23:18 – Blue Owl Scraps Merger of Two Private Credit Funds
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