The 10-year Treasury yield topped 5.15%, its highest since 2007, and it moved everything else on the board. The Dow fell 0.7%, the S&P 500 0.8% and the Nasdaq 1.1%. Mortgage rates hit 7.37%. Oracle sent Blue Owl a force majeure notice over Project Jupiter, the $165 billion New Mexico data center anchoring Stargate, after a gas pipeline slipped to February 2027. BlackRock’s Rick Rieder calls the sell-off not a crisis but an eye-opener and puts every 100 basis points of tightening at $130 to $150 billion a year to the government. Eddie Ghabour argues the cost of capital is now the biggest risk to the AI trade.
Featuring
Brooke DiPalma, Senior Reporter, Yahoo Finance
Justin Patterson, Managing Director, KeyBanc Capital Markets
Dan Howley, Technology Editor, Yahoo Finance
Ben Werschkul, Washington Correspondent, Yahoo Finance
Andreas Raptopoulos, Founder and CEO, Matternet
Rick Rieder, Chief Investment Officer of Global Fixed Income, BlackRock
Brian Sozzi, Executive Editor, Yahoo Finance
Catherine Tan-Gillespie, President, KFC US
Ines Ferre, Senior Business Reporter, Yahoo Finance
Eddie Ghabour, Co-founder and CEO, Key Advisors Wealth Management
Claire Boston, Senior Reporter, Yahoo Finance
Logan Mohtashami, Lead Analyst, HousingWire
Timestamps
0:00 Stocks mixed, and the 10-year at its highest since 2007
2:24 Meta’s run into Connect
3:07 Justin Patterson on Meta’s product cycle finally landing
10:29 Dan Howley on glasses, watches and the consent problem
20:01 Ben Werschkul on 90 minutes of policy and a hotline nobody signed
28:15 Drone delivery expands: Lowe’s, DoorDash and Wing
28:38 Andreas Raptopoulos on Matternet’s OTCQB listing
34:24 Rick Rieder on why equities are “a B minus”
36:35 “Not a crisis but an eye opener”
39:41 What every 100 basis points costs the government
41:43 Could the 10-year hit 6%
47:52 Catherine Tan-Gillespie on KFC’s Open House in McKinney
1:00:06 Ines Ferre on the close and Oracle’s force majeure
1:04:24 Eddie Ghabour on the biggest risk to the AI trade
1:13:05 Claire Boston on mortgage rates at 7.37%
1:15:03 Logan Mohtashami on why 7% is the range, not the shock
1:21:30 Frito-Lay price hikes, 250 Starbucks closures, McDonald’s protein menu
#BondMarket #Treasuries #Oracle #AI #Housing #YahooFinance
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