Get a jump start on the US trading day on "Bloomberg Open Interest."Microsoft races to recover from a global outage disrupting users worldwide. Plus, Nvidia’s crisis turns into a US, China chip showdown ahead of a Trump-Xi meeting. Plus, Anthropic’s blockbuster IPO demand, what lingering Iran risks could mean for markets and Boston Fed President Susan Collins join us for an exclusive interview on why more rate tightening is needed. Chapters: 00:00:00 - Open Interest 00:01:51 - Microsoft's Global Outage, Outlook Disruptions & Wall Street Impact 00:04:11 - Nvidia Leadership Crisis, China Scrutiny & Export Controls 00:04:47 - Jensen Huang Fallout, Commerce Department Questions & Chip Restrictions 00:10:39 - Morning Movers | Cerebras, Palo Alto Networks & Modine 00:12:07 - High Interest | Anthropic IPO Demand, SpaceX Milestone & AI Investing Boom 00:13:17 - Liz Ann Sonders & Rebecca Patterson on Navigating the AI Selloff and Long-Term Investing 00:17:04 - Trump-Xi Summit Preview, AI Export Controls & China's AI Strategy 00:23:18 - Market Rotation, AI Concentration Risk & Profitability Trends 00:26:35 - Iran, Oil Inflation & Risks to the Fed 00:33:24 - Top Calls | Lowe's, Lineage Logistics & Domino's Pizza 00:34:31 - ETF Friday | Liz Ann Sonders & Rebecca Patterson on Investing vs. Gambling 00:44:42 - Nvidia's CEO Search, Microsoft's Outage & Congressional Scrutiny 00:48:36 - Andrew Slimmon Morgan Stanley | Tech Valuations, AI Buildout & Fed-Driven Market Risks 00:58:33 - High Interest | Anthropic IPO Oversubscribed Six Times, Valuation Debate & AI Demand 00:58:37 - Anthropic's $1.4 Trillion IPO, Risk Factors & Investor Appetite 01:05:14 - PPI, December Fed Hike Odds & Market Volatility 01:10:28 - Exclusive | Boston Fed President Susan Collins on Inflation, Rates & Economic Resilience 01:22:34 - AI Productivity, Labor Markets & Data Center Expansion 01:28:40 - Trump-Xi Talks, Nvidia's China Challenges & Washington Infighting -------- 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