Report Sends Microsoft Lower on AI Demand | Open Interest 12/3/2025

Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Macy's delivers a beat-- but profit forecast underwhelms sending shares down. Marvell surges on bullish AI chip orders — adding fresh fuel to a big week of AI earnings.
Microsoft took at hit on a report that there was lower demand for some of its AI tools. And Motorola Solutions Chairman & CEO Greg Brown joined Bloomberg Open Interest on how Motorola went from flip phones to public-safety tech giant.

Chapters:
00:03:19 - Macy’s Boosts Full Year ADJ EPS Forecast
00:05:20 - AI Earning Point to Strong Demand
00:06:54 - Open Interest
00:08:45 - Private-Sector Payrolls Decreased by 32,000
00:13:20 - High Interest | Ukraine Peace Effort, SEC Halts, Airbus
00:14:36 - Airbus Hit by New Production Snags
00:18:27 - Keith Lerner Truist Advisory | Rally Leaves Tech Behind
00:23:06 - Stock to Watch | Macy’s, Microsoft
00:24:26 - Microsoft Lowers AI Software Sales Quotas: Report
00:33:41 - Top Calls | Oracle, Uber, Stellantis
00:35:07 - Stellantis Rises on UBS Upgrade
00:40:48 - American Bitcoin Rebounds After Tuesday Wipeout
00:44:23 - ISM Services Prices
00:49:37 - Sarah Hunt Alpine Saxon Woods | Weak Jobs Data Reinforces Dec. Fed Cut Bets
00:57:50 - Big Take | A $200 Million Fraudster Freed by Trump Strikes Again
01:03:05 - Microsoft Slides on Report of Low Demand for AI Software
01:05:32 - Greg Brown Motorola Solutions | Motorola Evolves Into Critical Communications Leader
01:16:07 - Mary Culler Ford Philanthropy | Ford Surpasses $100M in Donations to Global-Giving
01:23:02 - Cadillac F1 Makes its US Pitch with Super Bowl Ad
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