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Get a jump start on the US trading day with Matt Miller, Katie Greifeld and Sonali Basak on "Bloomberg Open Interest." Delta stocks surge after restoring fiscal year forecast, airlines analysts say confidence is being restored in the travel industry. TSMC revenue rose by 39%, raising expectations for a sustained boom in AI spending. NYC Mayor Eric Adams says Cuomo created a divide that gave opportunity to primary winner Mamdani. Former US Secretary of Commerce Wilbur Ross joins Open Interest to discuss President Trump’s trade policy.
Chapters:
00:00:00 - Open Interest Starts
00:03:18 - Delta Soars After Restoring FY Guidance | Tom Fitzgerald, TD Cowen
00:12:30 - HIGH INTEREST
00:18:46 - TOP CALLS
00:19:43 - Ferrero to Buy WK Kellogg
00:23:58 - Emanuel: Opportunity Amid Record High | Julian Emanuel, Evercore ISI Chief Equity, Derivatives and Quant Strategist
00:32:22 - NYC Mayoral Race Heats Up | NYC Mayor Eric Adams
00:52:48 - Gallo: Tariffs Unlikely to Generate Revenue | Alberto Gallo CIO & Co-founder Andromeda Capital Management
01:04:13 - HIGH INTEREST
01:05:35 - AI Front and Center at Sun Valley
01:08:54 - Blackstone Strikes $200B Private Credit Deal with L&G
01:14:10 - Ross: Trump Prepared to Go Through with Tariffs | Wilbur Ross, Former US Commerce Secretary
01:28:53 - UBS Stresses Trade Pragmatism | Ulrike Hoffmann-Burchardi, UBS Global Wealth CIO Americas and Global Head of Equities
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2025/07/10
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