Meta AI Disrupts the Tech Race, Morgan Stanleys's Deal Leak

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Diplomacy in New York raises hopes for an Iran breakthrough. Plus, Morgan Stanley’s confidential deal leak, Royal Caribbean’s $3 billion Sandals bet, and the CEOs of PG&E and Ben & Jerry’s join Bloomberg Open Interest in the C-Suite. Chapters: 00:00:00 - Open Interest 00:01:35 - Iran Talks, Strait of Hormuz & U.S.-China Summit Stakes 00:05:26 - Trump-Xi AI Agenda, Open Source Risks & China Competition 00:10:28 - General Mills, Consumer Spending & Retail Pricing Pressure 00:13:38 - High Interest | Greenland, Texas, Goldman Sachs 00:16:30 - SoftBank's $11B AI Bond Raise, Credit Risk & Private Markets 00:23:32 - Beata Kirr Northern Trust Wealth Management | AI agents threaten customer stickiness 00:32:28 - Top Calls | Microsoft, Novo Nordisk, PG&E 00:33:26 - Kate McShane Goldman Sachs | Consumer Health, Holiday Spending & Retail Strategy 00:39:17 - Morgan Stanley's Accidental Deal Leak & Wall Street Fallout 00:43:58 - Emily Bowersock Hill Bowersock Capital Partners | Why Rising Yields Threaten Stocks 00:53:42 - High Interest | Morgan Stanley, UBS, Royal Caribbean 00:58:59 - Martin Whittaker Just Capital | AI Safety, Voter Sentiment & U.S.-China Competition 01:05:59 - Patti Poppe PG&E | AI data center power demand 01:16:09 - ochanan Senf Ben & Jerry's | Climate and democracy initiatives 01:23:54 - Iran Negotiations, Trump-Xi Meeting & Global Trade Outlook -------- 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