Stocks edged higher on October 1, 2026, the first trading day of the fourth quarter, as the 10-year Treasury yield touched its highest level since 2002 before easing, and Nike missed revenue estimates after the bell. Fed officials including Vice Chair Philip Jefferson warned inflation remains too high ahead of the September jobs report. Synopsys CEO Sassine Ghazi tells Yahoo Finance Host Julie Hyman about the company’s AI deals with OpenAI and Amazon, and LinkedIn’s head of economics for the Americas explains why hiring remains slow. Plus a Catalyst Funds portfolio manager on the bond selloff, Prudential’s Phil Waldeck on why retirees struggle to spend their savings, CFRA on Nike’s quarter, Aurora’s CFO on scaling driverless trucks, and former Meta CTO Mike Schroepfer on Muse and AI risk.
Market Domination, Market Domination Overtime and Asking for a Trend are live weekdays 3-5pm ET with Yahoo Finance Host Josh Lipton.
00:00 Stocks edge higher to start the fourth quarter
01:15 Is October a good month for stocks?
01:48 Fed officials warn inflation is too high
04:02 Barkin: AI is a demand shock
04:24 What to expect from Friday’s jobs report
05:28 Why Treasury yields are surging
06:55 Is a 5% 10-year the new normal?
07:35 Is traditional fixed income still worth it?
09:12 Why corporate loans and high yield have held up
10:35 New bond deals sink after issuance
18:34 LinkedIn: Hiring is still below last year
19:44 Why health care hiring is slowing
20:16 Why hiring is so slow
22:00 Construction and manufacturing bright spots
23:24 The jobs AI is hitting first
29:16 Mortgage rates near their highest since 2023
30:58 How high rates freeze housing inventory
31:40 Synopsys CEO Sassine Ghazi on OpenAI and Amazon deals
33:25 Can AI replace chip design software?
34:38 AI security and chip designs
36:13 Who should set AI guardrails?
37:05 Synopsys’ $1 billion Amazon deal
39:15 When will the stock catch up with growth?
41:00 Visibility through 2030
47:36 Why retirees are afraid to spend their savings
51:30 Few retirees have a withdrawal plan
53:15 What retiree caution means for the economy
54:20 Steps to spend with confidence
1:00:07 Closing bell
1:02:00 Adam Johnson on why yields are at 2002 highs
1:04:30 Are higher yields a risk for stocks?
1:07:00 Oil jumps on Middle East troop reports
1:08:45 Are the midterms a market risk?
1:10:15 Anthropic targets an IPO before Thanksgiving, per Bloomberg
1:17:16 Market Domination Overtime: Former Meta CTO Mike Schroepfer on Muse
1:19:10 Zuckerberg in founder mode
1:20:45 What he’d tell Anthropic’s Dario Amodei
1:21:30 Is AI an existential risk?
1:23:45 Where he’s investing: Ocean data centers and nuclear microreactors
1:25:05 Is energy AI’s biggest bottleneck?
1:31:32 Asking for a Trend: Nike misses revenue estimates
1:32:50 Why Nike stock has struggled
1:34:24 Elliott Hill’s turnaround plan
1:35:50 Who’s taking share from Nike?
1:42:03 Aurora’s CFO on scaling driverless trucks
1:43:24 Aurora’s 2030 driverless truck target
1:46:12 Aurora’s path to positive free cash flow
1:47:42 What driverless trucks mean for truckers
1:48:34 Are driverless trucks safe?
1:52:52 What to watch Friday
#StockMarket #TreasuryYields #Nike #MarketDomination #YahooFinance
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