Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Wall Street splits on AI as Ken Griffin warns of a bubble and Larry Fink says keep building. Musk weighs a $3.5 trillion SpaceX-Tesla tie-up. United warns on rising fuel costs, while Netflix growth slows. Plus, Per Franzen on AI overinvestment, Matthew Condon on Netflix’s next act, and Sagar Gupta joins us on activist opportunities in tech and media. Chapters: 00:00:00 - Open Interest 00:02:01 - SpaceX Earnings, Tesla Merger Discussions & AI Revenue Surge 00:04:54 - United Airlines, Fuel Costs & Premium Travel Demand 00:07:45 - Meta Earnings, AI Monetization & Compute Capacity Economics 00:12:53 - High Interest | France Unrest, Airline Profit Pressures & Netflix Growth Slowdown 00:14:07 - Matthew Condon Citizens | Netflix's Growth Challenges, Content Strategy & Sports Rights Opportunities 00:22:59 - Aoifinn Devitt Moneta | AI Spending Risks, Bubble Concerns & Election Market Impact 00:31:51 - Exclusive | EQT CEO Per Franzen on AI Investment, Data Centers & Private Markets 00:32:11 - Top Calls | United Airlines Upgrade, Zoom AI Momentum & Chipotle Downgrade 00:34:14 - AI Infrastructure Demand, Cost of Capital & Data Center Capacity Constraints 00:43:51 - AI Bubble Risks, Portfolio Positioning & Fixed Income Strategy 00:52:51 - Tesla-SpaceX Merger Mechanics, Governance & Shareholder Questions 00:55:52 - Sagar Gupta Anson Funds | AI Activism, Small-Cap Opportunities & Lionsgate M&A 01:04:56 - Ken Griffin on AI Bubble Risks, GPU Economics & Anthropic Spending 01:13:33 - Kyle Clark Beta Technologies | Electric Aviation & FAA Milestone Approval -------- 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