Nvidia Forecast Underwhelms | Open Interest 2/26/2026
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest."
Nvidia’s strong forecast still isn’t convincing investors the AI boom will pay off. Private credit flashing risk — software defaults could hit 15%. A bidding war erupts for Janus Henderson. We’ll talk AI gains with Blackstone’s Viral Patel, auto strength with Magna CEO Swamy Kotagiri, and the boom in collectible cars with Broad Arrow’s Kenneth Ahn.
Chapters:
00:00:01 - Bloomberg: Open Interest begins
00:00:41 - Morning Movers: Nvidia, Salesforce
00:01:53 - Upbeat Nvidia Forecast Met With Lukewarm Reaction
00:03:05 - Salesforce Gives Disappointing Sales Outlook
00:04:30 - Paramount Earnings Beat Amid Warner Bros. Bidding War
00:07:43 - Victory Capital Offers to Buy Janus Henderson
00:11:58 - High Interest | Iran Talks Resume in Geneva
00:13:14 - Vijay Rakesh, Mizuho Securities Senior Analyst
00:25:04 - Ann Berry, Threadneedle Ventures Founder
00:34:23 - Top Calls | NASDAQ, U.S. Bancorp, Nvidia
00:35:25 - Nvidia's Earnings Beat Fails to Stoke AI Trade
00:40:56 - Stellantis Strikes Bullish Tone on N. America Outlook
00:44:35 - Brooke May, Evans May Wealth Managing Partner
00:53:07 - High Interest | Blackstone Sells Bonds Amid Loan Loss
00:54:29 - Viral Patel, BXPE CEO
01:05:31 - Swamy Kotagiri, Magna International CEO
01:13:42 - Morning Movers: Stellantis, Celsius Holdings, Hertz
01:14:48 - Marc Pinto, Moody's Ratings Global Head of Private Credit
01:22:50 - Kenneth Ahn, Broad Arrow Auctions President
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