Open Interest 11/5/2026
Channel: Bloomberg Television
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Read a transcript preview of “Open Interest 11/5/2026” from Bloomberg Television, uploaded on 2026-11-05.
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Language: English (original, creator captions)
[0:00] DANI: THE RALLY STALLS. 30 MINUTES TO GO UNTIL THE START
[0:02] OF THE CASH EQUITY TRADING.
[0:04] ISABELLE: "BLOOMBERG OPEN INTEREST" STARTS RIGHT NOW.
[0:18] DANI: MIDTERM FALLOUT HITS TACK AS DATA CENTERS RESTRICTIONS
[0:19] THREATEN TO RESHAPE THE TRADE. ISABELLE: ARM AND QUALCOMM
[0:26] DISAPPOINT AND DUKE ENERGY TIGHTENS HIS OUTLOOK.
[0:30] DANI: WENDY'S REJECTS A $1.4 BILLION TAKEOVER BID FROM NELSON
[0:36] PELZ'S TRIAN. ISABELLE: I FEEL WE HAVE A LOT
[0:40] OF STOCKS TO WATCH. QUALCOMM AND MICRON.
[0:46] QUALCOMM IS THE LATEST AI EARNINGS DISAPPOINTMENT IS
[0:48] RISING CAUSEWAY ON THE PROFITS AND FORECAST WAS WEAKER THAN
[0:50] EXPECTED. MICRON IS BUILDING A CHIP PLANT
[0:57] WITH A LABOR UNION DISPUTE. QUALCOMM DOWN BIG BY NEARLY 12%.
[1:03] DANI: ADDING TO A NASDAQ THAT IS LOWER MOMENTS AWAY FROM THE
[1:06] TRADING DAY. I'M LOOKING AT OTHER STOCKS.
[1:08] THEY CONTINUE. HYPERSCALERS DID WELL YESTERDAY
[1:12] BUT SOME OTHER VERY CLOSE AI NAMES CONTINUE TO FALL.
[1:20] SPACEX AND ELON MUSK SPECIFIC THING GOING ON THERE.
[1:26] COREWEAVE IS DOWN 4% INAS AS DEMOCRAT -- INVESTORS LOOK TO A
[1:30] DEMOCRATIC-LED REGULATION. ISABELLE: LET'S BRING IN BRANDON
[1:34] FAGAN. YOU ARE SEEING THIS AI TRADE AND
[1:41] IT'S LIKE IT'S A ROTATION BETWEEN THOSE WRITING THE CHECKS
[1:43] AND THOSE GETTING THE CHECKS AND THOSE WRITING THE CHECKS ARE
[1:44] FLYING. BRANDON: THE BIGGEST THINGS WE
[1:48] HAD THIS WASH OUT. MARCUS WERE COMPLACENT COMING
[1:50] INTO THE MIDTERMS. WE HAD A LITTLE BIT OF A SCARE
[1:55] AROUND MONDAY AND TUESDAY BUT THE BIGGEST THING HERE IS WE
[2:00] NEED TO LOOK AT THE MIDTERMS AS A FRICTION EVENT.
[2:04] THIS HAS BECOME A NATIONAL SECURITY ISSUE.
[2:06] TH