Open Interest 10/26/2026

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Anthropic makes it official, filing for a Nasdaq IPO in what will be one of the biggest public debuts ever. Plus, Claudia Sahm on rising inflation risks and the case for an October rate hike. Bruce Richards on AI’s next phase, and Jefferies’ Jason Greenberg on where AI spending goes next. Chapters: 00:00:00 - Open Interest 00:01:49 - Break Down Anthropic's S-1 Filing 00:03:46 - Anthropic IPO Details, ANT Ticker & $2 Trillion Valuation Debate 00:05:16 - Goldman Sachs, Morgan Stanley & the Future of AI IPOs 00:07:37 - Anthropic Revenue Growth, AI Risks & Massive Compute Obligations 00:09:33 - Agentic AI, ARR Growth & the Future of Frontier Models 00:12:53 - AI Financing, Capital Markets Capacity & Anthropic's Cash Needs 00:14:51 - Anthropic's Warning of Existential AI Risks 00:16:11 - Enterprise AI Adoption, Customer Growth & Claude Monetization 00:18:31 - AI Financing Risks, Meta Fundraising & NeoCloud Pressures 00:24:56 - Lori Calvasina RBC | AI Valuations, Earnings Risks & Market Rotation 00:29:47 - Big Tech Earnings Week, Fed Decision & AI Market Stress Test 00:39:21 - Dan Flax Neuberger | Anthropic's Growth Path, Competition & AI Monetization 00:45:22 - SpaceX's $40 Billion AI Financing Deal with Apollo 00:47:04 - NeoCloud Stress, CoreWeave Risks & Elon Musk's AI Funding Warning 00:49:42 - What Investors Learned From Anthropic's S-1 00:52:57 - Jason Greenberg Jefferies | AI Investment Cycles, Software Adoption & ROI Concerns 01:01:19 - Claudia Sahm New Century | Inflation Risks, Fed Strategy & Kevin Warsh's Policy Path 01:07:57 - Brazil's Surprise Election Result & Market Selloff 01:11:11 - Bruce Richards Marathon Asset Management | Anthropic IPO Demand, AI Credit Markets & Financing Risks 01:13:34 - NeoCloud Survival, Data Center Debt & Credit Market Stress 01:19:20 - CoreWeave, Credit Spreads & AI Financing Winners and Losers 01:29:54 - Timna Tanners Wells Fargo Steel | Copper, Aluminum & AI Infrastructure Demand 01:35:03 - Anthropic IPO,…