Open Interest 11/4/2026

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Democrats sweep Congress in a midterm landslide, putting President Trump on the defensive and raising new risks for AI, Big Tech and Musk Inc. Rahm Emanuel breaks down the political fallout. Plus, John Stoltzfus on the market rally, with Ralph Schlosstein and Abby Joseph Cohen on regulation, dealmaking and what comes next for investors.

Chapters:

00:00:00 - Open Interest

00:02:49 - Blue Wave, Texas Shocker & Senate Power Shift

00:05:24 - Elon Musk's Election Defeat, Texas Politics & Big Tech Scrutiny

00:07:43 - Treasury Refunding, Bond Markets & Economic Impact of the Election

00:10:07 - John Stoltzfus Oppenheimer | Markets, Data Centers & Why He's Staying Bullish

00:13:13 - Annmarie Hordern Interviews Rahm Emanuel on Democratic Strategy, Trump Backlash & 2028

00:25:24 - Morning Movers | CVS, Kraft Heinz & McDonald's

00:29:10 - Data Center Restrictions, Texas Policy Shifts & AI Infrastructure

00:39:49 - Top Calls | Constellation Brands, Lockheed Martin & Duolingo

00:41:05 - Washington Gridlock, Data Center Regulation & Bank Deregulation

00:45:26 - Defense Spending, Iran Strategy & Pentagon Priorities

00:49:33 - ISM Services, Economic Resilience & Government Shutdown Risks

00:51:25 - Ralph Schlosstein Evercore | M&A, AI Investment, Fiscal Risks & Divided Government

01:00:23 - CVS' Historic Breakup, Healthcare M&A & Retail Pharmacy Risks

01:05:11 - AI Buildout Slowdown, Texas Data Center Backlash & Anthropic IPO Risks

01:11:34 - Kansas, Iowa & Michigan Election Surprises

01:14:07 - Abby Joseph Cohen Columbia | Economic Policy, Deficits, Regulation & Growth Outlook

01:23:34 - Texas Turning Blue, Musk's Political Setback & Big Tech Scrutiny

01:27:21 - Democratic Priorities, Regulation, AI Oversight & 2028 Strategy

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