Open Interest 11/2/2026
Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Tech stocks bounce back, but Oaktree’s Howard Marks says AI’s bubble of infallibility has burst. Anthropic posts nearly $17 billion in quarterly revenue ahead of a potential blockbuster IPO. Plus, Kim Wallace on the midterms, Washington risk and the next battle over AI regulation.
Chapters:
00:00:00 – Open Interest
00:02:08 – OpenAI Fundraising Struggles, AI Capital Fatigue & Anthropic IPO
00:04:25 – Apple Earnings, AI Spending Concerns & the $2,000 iPhone Debate
00:07:45 – Midterm Elections, Trump Strategy & Key Senate Battlegrounds
00:10:59 – Morning Movers | Marvell-Lumentum Deal, S&P Changes & Teva Setback
00:13:15 – SpaceX-EchoStar Talks, Wireless Expansion & Telecom Disruption
00:16:01 – Stuart Kaiser Citi | AI Trade Crowding, Election Risks & Market Rotation
00:22:17 – High Interest | Anthropic IPO Amendment, Revenue Growth & AI Infrastructure Spending
00:22:23 – Anthropic’s $17 Billion Revenue Run Rate, Compute Costs & Public Benefit Structure
00:32:50 – Top Calls | Coinbase Downgrade, Clorox Upgrade & Home Improvement Weakness
00:34:27 – Anthropic’s Spending, Google Partnership & AI Economics
00:44:30 – ISM Manufacturing, Inflation Pressures & Fed Expectations
00:46:04 – Katrina Dudley Franklin Templeton | Market Broadening, Healthcare Opportunities & AI Winners
00:56:36 – Amy Wu Silverman RBC Capital | Midterm Volatility, AI Rotation & Options Market Signals
01:05:35 – Congressional Control, Trump’s Agenda & Senate Races
01:07:30 – Kim Wallace 22V Research | Midterm Risks, Economic Anxiety & Washington Policy Outlook
01:17:22 – Anthropic’s Spending Surge, AI Growth Slowdown & IPO Demand
01:21:49 – Suki Cooper Standard Chartered | Gold’s Comeback, Inflation Hedges & Election-Year Volatility
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