Broadcom Challenges Nvidia in AI Race | Open Interest 3/5/2026

Описание: Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." The Iran war enters its sixth day with officials warning attacks will intensify as oil spikes. Broadcom takes aim at Nvidia, issuing an ambitious AI sales forecast that could reshape the chip race. Morgan Stanley cuts 3% of its global workforce across all business lines. Plus.  are hidden AI portfolio risks lurking in your investments? Partners Capital CEO Arjun Raghavan joins us to discuss.  And Ring founder and Chief Inventor Jamie Siminoff is in the C-Suite on Bloomberg Open Interest talking about the growing concerns over home surveillance.

Chapters:
00:00:00 - Open Interest
00:02:31 - Iran Vows to Escalate Attacks as Trump Hails Progress
00:05:33 - Broadcom Gives Bullish Outlook for AI Chips
00:08:29 - Wall Street Staffing
00:13:48 - High Interest | Iran, Anthropic, Strait of Hormuz
00:16:10 - Richards: Oil Sustained at $120 a Barrel is Recession Trigger
00:23:27 - Stock to Watch | Broadcom, Morgan Stanley
00:24:41 - Larry Adam Raymond James | Investors Rethink “Sell America, Buy Asia” Trade
00:33:05 - Top Calls | Dow, Coreweave, Allstate
00:34:03 - Andy Challenger Challenger Gray & Christmas | February Job Cuts
00:41:35 - Kroger Offers Cautious Sales Forecast
00:46:01 - Trump: US “Doing Very Well” on War Front
00:47:59 - Paisley Nardini Simplify Asset Management | Stock Waver
00:58:48 - Arjun Raghavan Partners Capital | Private Credit Risks
01:05:37 - Jamie Siminoff Ring | Modern Home Security Morgan Stanley to Cut 3%
01:15:59 - Kathy Bostjancic Nationwide Mutual Insurance | Iran War Impact on Labor Market
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