Get a jump start on the US trading day with Vonnie Quinn on "Bloomberg Open Interest." Wall Street’s biggest banks kick off earnings season with mixed results as new challenges emerge for profits. The AI trade cracks further as the chip selloff extends. Apple makes a $299 smart-home push. Plus, UnitedHealth raises its outlook, J&J weighs an orthopedics spinoff, and KBW’s Chris McGratty breaks down the banks. Chapters: 00:00:00 - Open Interest 00:02:00 - Big Banks Kick Off Earnings Season 00:03:33 - Chip Stocks Slide as AI Trade Faces New Questions 00:06:40 - Healthcare Earnings: J&J and UnitedHealth in Focus 00:12:32 - Christopher McGratty KBW | Bank Earnings, Trading Revenue and Margins 00:21:40 - AI Concentration Risks and Global Diversification 00:31:57 - Top Calls | Adobe, AST, JPMorgan 00:33:03 - Why Bank Stocks Aren’t Rallying 00:38:00 - Apple’s Smart Home Strategy and Foldable iPhone 00:44:23 - Housing Data, Mortgage Rates and CPI Expectations 00:47:18 - Inflation Risks, Oil Prices and Fed Policy 00:55:00 - Brookfield on Financing the AI Infrastructure Boom 00:57:31 - Laura Holson New Mountain Capital | Private Credit Opportunities and AI Funding 01:05:01 - Mike Nassif Neogen | Food Safety, Supply Chains and Product Recalls 01:14:32 - Narendra Modi on India’s Growth, AI and Global Trade 01:16:02 - CFTC Trading Investigation and Oil Markets 01:20:50 - Banks, Capital Markets and Wealth Management -------- 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