Open Interest 11/2/2026

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Tech stocks bounce back, but Oaktree's Howard Marks says AI’s bubble of infallibility has burst. Anthropic posts nearly $17 billion in quarterly revenue ahead of a potential blockbuster IPO.  Plus, Kim Wallace on the midterms, Washington risk and the next battle over AI regulation. Chapters: 00:00:00 - Open Interest 00:02:08 - OpenAI Fundraising Struggles, AI Capital Fatigue & Anthropic IPO 00:04:25 - Apple Earnings, AI Spending Concerns & the $2,000 iPhone Debate 00:07:45 - Midterm Elections, Trump Strategy & Key Senate Battlegrounds 00:10:59 - Morning Movers | Marvell-Lumentum Deal, S&P Changes & Teva Setback 00:13:15 - SpaceX-EchoStar Talks, Wireless Expansion & Telecom Disruption 00:16:01 - Stuart Kaiser Citi | AI Trade Crowding, Election Risks & Market Rotation 00:22:17 - High Interest | Anthropic IPO Amendment, Revenue Growth & AI Infrastructure Spending 00:22:23 - Anthropic's $17 Billion Revenue Run Rate, Compute Costs & Public Benefit Structure 00:32:50 - Top Calls | Coinbase Downgrade, Clorox Upgrade & Home Improvement Weakness 00:34:27 - Anthropic's Spending, Google Partnership & AI Economics 00:44:30 - ISM Manufacturing, Inflation Pressures & Fed Expectations 00:46:04 - Katrina Dudley Franklin Templeton | Market Broadening, Healthcare Opportunities & AI Winners 00:56:36 - Amy Wu Silverman RBC Capital | Midterm Volatility, AI Rotation & Options Market Signals 01:05:35 - Congressional Control, Trump's Agenda & Senate Races 01:07:30 - Kim Wallace 22V Research | Midterm Risks, Economic Anxiety & Washington Policy Outlook 01:17:22 - Anthropic's Spending Surge, AI Growth Slowdown & IPO Demand 01:21:49 - Suki Cooper Standard Chartered | Gold's Comeback, Inflation Hedges & Election-Year Volatility -------- 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