Open Interest 11/11/2026
Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” CoreWeave’s upbeat forecast reignites the tech trade, while Anthropic’s blockbuster IPO adds fresh fuel to AI optimism. Fed hike bets build after Austan Goolsbee sounds the alarm on inflation. Plus, Terry Haines joins us on the fallout from Nvidia’s scandal, and Ann Berry and Victoria Fernandez weigh in on the market setup.
Chapters:
00:00:00 – Open Interest
00:01:29 – CoreWeave Earnings, AI Financing Risks & Compute Costs
00:04:31 – Nvidia Leadership Crisis, Jensen Huang Probe & U.S.-China Tensions
00:08:41 – Anthropic’s Oversubscribed IPO & $1.4 Trillion Valuation Debate
00:13:49 – Hot CPI, Fed Rate Hikes & Inflation Pressures
00:19:54 – Ann Berry Threadneedle Ventures | Buying the AI Dip, CoreWeave Debt & Nvidia Succession Risks
00:27:12 – Anthropic IPO Demand, Retail Participation & AI Valuation Risks
00:31:02 – Top Calls | CoreWeave Downgrade, Johnson Controls & Nvidia Cut to Neutral
00:32:06 – Nvidia’s Key-Man Risk, Valuation Reset & Leadership Uncertainty
00:38:59 – CoreWeave’s Financing Challenges & AI Sentiment Recovery
00:42:55 – Victoria Fernandez Crossmark | AI Volatility, Portfolio Positioning & Higher Rates
00:58:59 – Ethan Allen’s Board Shakeup, Activist Victory & Retail Transformation
01:05:57 – Nvidia’s Internal Investigation & Washington Fallout
01:08:23 – Terry Haines Pangaea Policy | National Security Risks, China Policy & Nvidia’s Political Challenges
01:17:04 – Why Anthropic’s IPO Matters for the Entire Market
01:23:01 – Hegseth Impeachment Efforts, Iran Talks & Ukraine Negotiations
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