Broadcom Hit Hard as AI Backlog Squeezes Margins | Open Interest 12/12/2025

Описание: Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." A Santa rally tries to take hold — with global stocks eyeing records and the U.S. market hitting its first all-time high in six weeks. But tech caution lingers as Broadcom slips on lofty AI hopes, while UBS jumps to a 17-year high on plans to ease capital demands. And Manhattan rents? Skyrocketing to a fresh record. Brown Harris Stevens CEO Bess Freedman joins Bloomberg Open Interest with her take on NYC real estate with.

Chapters:
00:00:00 - Open Interest
00:03:51 - China Preps As Much As $70B in Chip Incentives
00:05:44 - Lululemon Boosts Guidance, CEO to Step Down
00:08:30 - Tech Drags US Futures As Global Stocks Eye Records
00:13:14 - High Interest | Cannabis Policy Shift, FAFSA, Swiss Lawmakers UBS
00:14:53 - UBS Jumps As Lawmakers Float Capital Compromise
00:19:41 - Ulrike Hoffmann-Burchardi UBS | Goldman Hikes S&P 500 Outlook on Solid Economy
00:23:07 - Stock to Watch | Broadcom Inc., Lululemon
00:32:37 - Top Calls | Lululemon, Citigroup, Bristol-Myers Squibb
00:33:48 - Broadcom Falls As AI Backlog, Margins Scrutinized
00:39:32 - Trump Expected to Ease Cannabis Restrictions
00:40:50 - ETFs Break Every Record in 2025
00:44:40 - Cameron Dawson Newedge Wealth | Tech Drags on US Stocks as Blue Chips Eye Record
00:55:24 - David Fortunato Wealthfront | Robo-Adviser Wealthfront, Backers Raise $484.6M in IPO
01:05:36 - Bess Freedman Brown Harris Stevens | November Manhattan Rent Prices Hit Record High
01:11:46 - Fed Cuts Rates with Three Dissents
01:16:42 - Wall Street Week | Open-Sourcing Information
01:20:43 - Trading Diary
01:21:42 - Matthew WInkler | Your Holiday Gift Comes With a Lump of Tariffs
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