Open Interest 11/5/2026
Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” The tech rout accelerates as the midterm fallout slams chipmakers and Nvidia tumbles. Plus, Forrester founder, chairman and CEO George Colony on AI’s next phase, why custom chips could challenge Nvidia, and why the biggest value may be shifting to software.
Chapters:
00:00:00 – Open Interest
00:01:34 – Midterm Fallout, AI Infrastructure Risk & CoreWeave Pressure
00:03:36 – Qualcomm, Micron Supply Constraints & Memory Inflation
00:05:53 – Wendy’s Rejecting Trian’s Takeover Bid & Restaurant Industry Trends
00:10:32 – Brian Savoy Duke Energy | Data Center Demand & Power Grid Investment
00:19:54 – Sarah Hunt Alpine Saxon | AI Rotation, Tech Weakness & Where Investors Should Hide
00:33:13 – Top Calls | First Solar Upgrade, Nike Downgrade & Qualcomm Outlook
00:34:10 – AI Buildout Risks, Nvidia Demand & Data Center Slowdowns
00:42:08 – Why AI Stocks Are Selling Off After the Midterm Elections
00:44:50 – GOP Infighting, Iran Fallout & Midterm Election Consequences
00:47:56 – AI Selloff, Buying Opportunities & Global Diversification
00:57:09 – David Miller Morgan Stanley | Private Credit, AI Financing & the Cost of Capital
01:10:30 – Vicky Peacey Resolution Copper | U.S. Supply Needs & Long-Term Infrastructure Demand
01:16:56 – George Colony Forrester Research | I’s Next Phase, Nvidia’s Future & Private AI Models
01:22:48 – Microsoft Pulls Back From NeoCloud Exposure, AI Capital Allocation & Market Reset
01:27:35 – Nasdaq Meltdown, AI Reckoning & Tech’s New Reality
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