Stocks pulled back from record highs on October 7, 2026, as industrials slid on a new inquiry into heavy equipment makers and Treasury yields eased off their highest levels since 2002 after the 10-year auction. Fed minutes showed officials backed September’s rate hike and most expect another this year, and Fed Watch Advisors’ Ben Emons explains what that means for October and Anthropic’s IPO timing. Yahoo Finance’s Dan Howley breaks down Microsoft and Nvidia’s new Surface Laptop Ultra, Michael Dell tells Yahoo Finance’s Jennifer Schonberger about his Trump accounts gift, and Bank of America’s Hari Gopalkrishnan explains how the bank is spending on AI. Plus, a PepsiCo earnings preview, Round Hill’s Drew Pettit on earnings season, Mario Carbone on building a food brand, the creator economy and Levi’s after-hours beat.
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 pull back after a record day
00:44 Industrials slide on a heavy equipment inquiry
01:38 Bitcoin falls as long traders liquidate
02:03 Brent settles above $100
02:23 Fed minutes: Officials backed the September hike
02:45 Fed Watch Advisors’ Ben Emons: Is October off the table?
04:28 The Strait of Hormuz and the Fed’s hike path
04:48 What the 10-year auction says
05:48 Are yields moving with AI?
07:02 When AI growth fades, debt becomes the issue
08:11 Anthropic’s IPO timing
14:29 Microsoft and Nvidia unveil the Surface Laptop Ultra
16:03 A $2,500 MacBook Pro rival
16:59 What it means for Intel and AMD
18:38 Why run AI on your own device?
21:09 Michael Dell: 25 million kids get $250 in Trump accounts
22:30 Gwynne Shotwell and other philanthropists join in
23:34 The criticism of stock donations
25:38 Dell: “I think it’s actually nonsense”
26:04 Pairing the gift with financial education
27:35 What it means for the stock market
33:49 Bank of America CTO Hari Gopalkrishnan on the bank’s tech spending
35:16 How AI agents are changing work at the bank
36:11 Guardrails for AI agents
37:20 Does AI mean fewer bank jobs?
38:46 Upskilling the workforce
39:24 What startups need to get the bank’s attention
46:52 PepsiCo earnings preview
48:07 Doritos and Ruffles price whiplash
49:22 What’s the fix for PepsiCo?
50:24 Does PepsiCo need a protein deal?
51:02 Is PepsiCo a red flag for earnings season?
51:43 Constellation Brands’ quarter
53:02 Coca-Cola tests prebiotic sodas
53:45 Chipotle and Starbucks tie-up chatter, per Semafor
54:06 Constellation Brands beats and makes a deal
1:00:01 Closing bell
1:00:55 Nvidia and Meta lag as Micron rises
1:01:18 Cybersecurity stocks slide
1:02:05 Round Hill’s Drew Pettit on the pullback
1:02:54 Why margins matter this earnings season
1:04:01 How big will earnings beats be?
1:05:18 The Fed and the midterms
1:06:03 The long-term earnings outlook
1:07:01 Is tech concentration a worry?
1:13:08 How They Run: Mario Carbone on bringing his sauce to grocery stores
1:14:55 Ryan Patel on lessons from Mario Carbone
1:16:55 Could Carbone go public?
1:17:53 Building a packaged foods business
1:19:02 The creator economy: FullBox CEO on building around Clix
1:20:57 Giving gaming PCs to young gamers
1:21:54 The secret to building a following
1:23:52 Should smaller creators go full time?
1:25:11 Levi’s beats and raises its outlook
1:26:15 What to watch Thursday
#StockMarket #Fed #Nvidia #MarketDomination #YahooFinance
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