Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." CoreWeave’s upbeat forecast reignites the tech trade, while Anthropic’s blockbuster IPO adds fresh fuel to AI optimism. Fed hike bets build after Austan Goolsbee sounds the alarm on inflation. Plus, Terry Haines joins us on the fallout from Nvidia’s scandal, and Ann Berry and Victoria Fernandez weigh in on the market setup. Chapters: 00:00:00 - Open Interest 00:01:29 - CoreWeave Earnings, AI Financing Risks & Compute Costs 00:04:31 - Nvidia Leadership Crisis, Jensen Huang Probe & U.S.-China Tensions 00:08:41 - Anthropic's Oversubscribed IPO & $1.4 Trillion Valuation Debate 00:13:49 - Hot CPI, Fed Rate Hikes & Inflation Pressures 00:19:54 - Ann Berry Threadneedle Ventures | Buying the AI Dip, CoreWeave Debt & Nvidia Succession Risks 00:27:12 - Anthropic IPO Demand, Retail Participation & AI Valuation Risks 00:31:02 - Top Calls | CoreWeave Downgrade, Johnson Controls & Nvidia Cut to Neutral 00:32:06 - Nvidia's Key-Man Risk, Valuation Reset & Leadership Uncertainty 00:38:59 - CoreWeave's Financing Challenges & AI Sentiment Recovery 00:42:55 - Victoria Fernandez Crossmark | AI Volatility, Portfolio Positioning & Higher Rates 00:58:59 - Ethan Allen's Board Shakeup, Activist Victory & Retail Transformation 01:05:57 - Nvidia's Internal Investigation & Washington Fallout 01:08:23 - Terry Haines Pangaea Policy | National Security Risks, China Policy & Nvidia's Political Challenges 01:17:04 - Why Anthropic's IPO Matters for the Entire Market 01:23:01 - Hegseth Impeachment Efforts, Iran Talks & Ukraine Negotiations -------- 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