Yahoo Finance Executive Editor Brian Sozzi explains why the 10-year Treasury yield, hovering around a 24-year high, may be more of a headwind for stocks than investors think, and why a strong jobs report could push it higher. Plus Elon Musk vs. Delta CEO Ed Bastian over Starlink, Micron’s blowout quarter, why Ynon Kreiz got the Paramount-Warner co-CEO job, and Nike and McDonald’s under pressure. Gigascale Capital Founding Member and former Meta CTO Mike Schroepfer joins to discuss Meta’s Muse, Mark Zuckerberg in founder mode, AI risk and why energy may be AI’s biggest bottleneck. And Bank of America’s Vivek Arya raises his AI market outlook.
Sozzi Unleashed is hosted by Yahoo Finance Executive Editor Brian Sozzi.
00:00 Elon Musk vs. Delta over Starlink
01:28 Beware the 10-year Treasury yield
02:10 JPMorgan’s Priya Misra: “A vicious loop”
02:23 Why a strong jobs report could push yields higher
03:23 Micron’s blowout quarter
05:23 Micron’s CFO on pricing and tight supply
06:15 Ynon Kreiz heads to Paramount-Warner
07:31 Why Kreiz got the job
08:43 Nike under pressure ahead of earnings
10:03 Where is Nike’s innovation?
10:40 McDonald’s under pressure
11:21 McDonald’s tests dynamic pricing
12:40 Former Meta CTO Mike Schroepfer on Meta’s Muse
14:43 Zuckerberg in founder mode
15:35 How Meta landed MongoDB’s CEO
16:18 What he’d tell Anthropic’s Dario Amodei
17:08 Is AI an existential risk?
18:28 The tech CEOs’ AI safety declaration
19:22 Where he’s investing: Ocean data centers and nuclear microreactors
20:43 Is energy AI’s biggest bottleneck?
21:48 Bank of America raises its AI market outlook
23:28 The Last Word: Don’t lose sight of Micron’s quarter
#TreasuryYields #Micron #ElonMusk #YahooFinance
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