Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." A cloudy outlook for Big Tech — Oracle’s results reigniting worries over stretched valuations and AI spending. Disney announces a $1 billion stake in OpenAI, clearing the way for Mickey, Marvel, and more to show up on Sora. Plus — Lilly surges on what could be its most powerful obesity treatment yet, and the fight for Warner Brothers turns political. And Victor Khosla, the Founder and CIO of Strategic Value Partners joins Bloomberg Open Interest with his read on private credit heading into 2026. (Source: Bloomberg)