Open Interest 10/19/2026

Description

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Inflation fears rattle markets as Meta leads a massive earnings week. Nvidia-backed Nscale faces a valuation reality check, while Trump-Zelenskyy tensions deepen. Plus, Proofpoint’s $6.3 billion Varonis deal; we talk with Thoma Bravo’s Seth Boro. And JPMorgan’s $230 billion economic-security push with Herman Chan, plus Ed Ludlow on Anthropic’s public-good pledge. Chapters: 00:00:00 - Open Interest 00:01:32 - Earnings Volatility, AI Spending & Big Tech Expectations 00:03:32 - Nscale IPO Valuation Concerns, CoreWeave Pressure & Anthropic's Public Benefit Fund 00:07:30 - AI Labor Disruption, Anthropic's Equity Fund & AI's Economic Impact 00:12:15 - Ukraine Tensions, Trump-Zelensky Conflict & Russia Policy 00:16:35 - Chris Verrone Strategas Partner | Chip Stocks, AI Trade Rotation & Market Leadership Shifts 00:30:28 - Top Calls | Intel Upgrade, Datadog Upgrade & Match Group Raised to Outperform 00:31:15 - Adam J. Greenlee Silgan | Silgan's Trivium Acquisition, Packaging Consolidation & Consumer Trends 00:44:37 - SpaceX Earnings, CoreWeave Risks, AI Financing & Meta Monetization 00:46:53 - Shana Sissel Banrion Capital Management | AI Monetization, Tech Valuations & Why Investors Need ROI 00:58:32 - Seth Boro Thoma Bravo | Proofpoint's $6.3B Varonis Deal, Cybersecurity Consolidation & AI Security Risks 01:05:42 - Escalating U.S.-Ukraine Rift, Russia Diesel Deal & Midterm Politics 01:09:01 - Leslie Vinjamuri The Chicago Council on Global Affairs| Trump, Putin, Ukraine, Europe & Global Security Risks 01:16:14 - High Interest | Saudi Arabia Security Threats, Houthi Attacks & Middle East Escalation 01:19:46 - Elon Musk's SpaceX Share Giveaway Proposal & Anthropic's AI Benefit Fund 01:23:42 - Kathy Kriskey, Invesco | Copper's Massive Rally, Tariff Risks & AI Infrastructure Demand -------- 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