Bloomberg Television
Cloudflare Outage Disrupts ChatGPT, X | Open Interest 11/18/2025
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." JPMorgan's Daniel Pinto warns AI valuations are due for a correction, while a potential AI bubble was ranked the biggest tail risk in a BofA survey. Both Microsoft and Amazon are downgraded at Redburn on AI-bubble concerns. The analyst behind the call joins us to explain his reasoning. Meanwhile, a widespread outage at Cloudflare blocks access to websites including ChatGPT, X and NJ Transit as the cyber company races for a fix. And earnings from Home Depot point to a weak consumer as the retailer faces mounting headwinds
Chapters:
00:00:00 - Open Interest
00:01:13 - Home Depot Cuts Outlook as Shoppers Spend Less
00:03:29 - Redburn Downgrades Microsoft, Amazon
00:07:36 - Bitcoin Erases 2025 Gains
00:11:18 - High Interest | Saudi Crown Prince visits the White House , Blue Owl, Cloudflare
00:12:48 - Cloudflare Outage Take Down Chatgpt, X, and others
00:18:38 - Gargi Chaudhuri BlackRock | Market at Risk of Further Selloff
00:22:54 - tock to Watch | Microsoft, Amazon, Home Depot
00:23:54 - Benchmark Stock Indexes Fall at the Open
00:39:06 - Top Calls | Honeywell, Flutter, Microsoft
00:40:23 - Cloudflare Outage Resolved
00:45:02 - Anastasia Amoroso Partners Group Private Wealth | Tech Weakness Persists Ahead of Nvidia Earnings
00:57:03 - Rachel Arnold Vista Equity Partners | The AI Bubble Debate
01:05:40 - Martin Schroeter Kyndryl | Kyndryl 2025 Readiness Report
01:11:52 - Alex Haissl Rothschild, Redburn Analyst | Redburn Cuts Microsoft, Amazon on Ai Economics
01:18:42 - Joe Feldman Telsey | Home Depot Hurt by Consumer Uncertainty
01:25:37 - Trump’s Approves Sales of F-35 Jets to Saudi Arabia
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Published Nov 18, 2025