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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." A cloudy outlook for Big Tech — Oracle’s results reigniting worries over stretched valuations and AI spending. Disney announces a $1 billion stake in OpenAI, clearing the way for Mickey, Marvel, and more to show up on Sora. Plus — Lilly surges on what could be its most powerful obesity treatment yet, and the fight for Warner Brothers turns political. And Victor Khosla, the Founder and CIO of Strategic Value Partners joins Bloomberg Open Interest with his read on private credit heading into 2026. Chapters: 00:00:00 - Open Interest 00:03:11 - Oracle Drops on Disappointing Cloud Sales 00:08:35 - "Silent Dissents" Reveal a Divided Fed 00:09:48 - New Lilly Shot Cuts Body Weight By 23% in Study 00:14:35 - High Interest | Mexican Tariffs, Amercian Airlines, Jet Blue 00:17:44 - Trump: Warner Bros Deal Must Include CNN Sale 00:22:59 - Stock to Watch | Oracle, Disney, Eli Lily 00:25:58 - Jitania Kandhari Deputy CIO of Solutions | Oracle Shares Tumble 00:32:01 - Top Calls | Union Pacific, Boot Barn, Oracle 00:33:33 - Disney Will Make a $1 Equity Investment in OpenAI 00:39:56 - New Lilly Shot Cut Body Weight By 23% in Study 00:45:14 - Tom Becker BlackRock | Equities Slide as AI Spending Fears Renew 00:54:13 - Victor Khosla SVP | Outlook for Private Credit Heading into 2026 01:05:43 - Caitlin Zulla Lumexa Imaging | Raises $462.5 Million in IPO 01:13:33 - Sucharita Kodali, Forrester Research | Costco to Report After the Bell Today 01:22:06 - Trump Reiterate Criticism of Powell -------- 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: / bloombergtv Facebook: / bloombergtelevision Instagram: / bloombergtv Connect with Bloomberg Business on: X: / business Facebook: / bloombergbusiness Instagram: / bloombergbusiness TikTok: https://www.tiktok.com/@bloombergbusi... Reddit: / bloomberg LinkedIn: / bloomberg-news More from Bloomberg: Bloomberg Radio: / bloombergradio Bloomberg Surveillance: / bsurveillance Bloomberg Politics: / bpolitics Bloomberg Originals: / bbgoriginals Watch more on YouTube: Bloomberg Technology: / @bloombergtechnology Bloomberg Originals: / @business Bloomberg Quicktake: / @bloombergquicktake Bloomberg Espanol: / @bloomberg_espanol Bloomberg Podcasts: / @bloombergpodcasts