The 10-year Treasury yield touched its highest level since 2002 as the global bond selloff deepened, even after a softer-than-expected PCE inflation report. Yahoo Finance Host Julie Hyman, Breaking Business News Reporter Jake Conley and Senior Autos Reporter Pras Subramanian break down what’s pushing yields higher and why stocks have shrugged it off. Plus Micron’s blowout quarter, Google’s Gemini 4 release, Broadcom’s reported plan to lend Anthropic up to $42 billion, Nike earnings and Caitlin Clark’s new shoe, Accenture’s bookings beat, and Paramount naming Mattel CEO Ynon Kreiz co-CEO. Powers Advisory Group Managing Partner Matt Powers on how investors should approach Q4.
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00:00 Another rough day for bonds
00:24 The 10-year yield hits its highest since 2002
00:44 The global bond selloff
01:05 What’s putting pressure on bonds
01:30 Have yields peaked?
03:56 Is AI debt crowding out Treasuries?
05:16 Are foreign buyers pulling back?
05:55 The market prices in more rate hikes
06:29 Why stocks have shrugged off rising yields
07:36 Micron blows away estimates
08:05 Micron’s long-term customer deals
09:11 Micron’s margins and employee pay
10:07 The memory supply crunch
10:32 How long can the memory cycle last?
11:31 Why Micron quit the consumer business
13:11 Google unveils Gemini 4
14:15 Google employees’ skepticism
14:56 Why has Google taken so long?
15:33 Alphabet vs. the Magnificent Seven
16:32 What if AI labs stopped releasing new models?
17:41 A game theory fix for AI safety
18:58 Caitlin Clark’s new Nike shoe
21:56 Nike earnings and Elliott Hill’s turnaround
23:13 Nike’s headwinds
29:48 September and Q3 by the numbers
31:06 FA Corner: Powers Advisory Group’s Matt Powers on Q4
32:32 The 2027 outlook
34:14 What to do with cash on the sidelines
34:56 Treasuries above 5% vs. stocks
36:10 Broadcom to lend Anthropic up to $42 billion, per Reuters
37:23 AI’s circular financing
39:20 Oracle’s compute deal with Tencent
41:26 Apollo’s Torsten Slok: Has AI hype outrun the payoff?
42:02 Is AI the new Gilded Age railroad boom?
43:41 Accenture’s bookings beat
46:24 Is every company an AI company now?
46:57 AI and the power grid
48:26 Paramount names Mattel CEO Ynon Kreiz co-CEO
49:41 Roger Lynch leaves Condé Nast to lead Mattel
51:16 Netflix’s Ted Sarandos: “Not growing as fast as I want”
51:48 Box office: Digger and The Odyssey
#BondMarket #Micron #Gemini4 #YahooFinance
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