Get a jump start on the US trading day with Vonnie Quinn on "Bloomberg Open Interest." Inflation heats up as fuel prices risev and Middle East tensions threaten more pressure ahead. Big bank earnings expose a divide on Wall Street. RBC’s Gerard Cassidy breaks down rates, margins and credit risk. Plus, AI demand keeps surging. Stripe Vice Chair Eileen O’Mara on Europe’s startup push and how agentic commerce could transform payments. Chapters: 00:00:00 - Open Interest 00:01:34 - CPI Shock, Inflation Breadth & Fed Rate Hike Risks 00:04:46 - Bank of America Fine, Morgan Stanley Results & Wall Street Trading Weakness 00:06:41 - ASML Capacity Expansion, AI Chip Demand & Anthropic Investor Day 00:11:44 - Morning Movers | State Street Miss, HPE & Dell Downgrades 00:14:04 - Gerard Cassidy RBC Capital Markets | Bank Earnings, Yield Curve Impact & AI Spending Outlook 00:23:42 - JoAnne Feeney Advisors Capital Management | Inflation Pressures, Bank Stocks & the Two-Speed AI Economy 00:29:12 - AI Summit | OpenAI Safety, Alignment & Liability Debate 00:31:17 - Stripe's Eileen O'Mara on AI, Payments & Europe's Startup Race 00:44:09 - Bank Earnings Fallout, Anthropic IPO & Banking M&A 00:50:18 - Cheryl Pate Angel Oak | Best Bank Stocks, Rate Outlook & Digital Banking Winners 01:01:07 - AI Dealmaking Boom, Bank M&A Activity & Investment Banking Trends 01:06:49 - Gil Luria DA Davidson | Nvidia Valuation, AI Buildout, CoreWeave Risks & Anthropic Investor Day 01:17:56 - High Interest | Saudi Aramco Attacks, Middle East Tensions & Oil Supply Risks 01:23:31 - CPI Breakdown, PPI Preview & Fed Rate Path 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