Stocks finished mixed on October 12, 2026, the fourth anniversary of the bull market, as Meta jumped more than 3% on its new Muse Wonder AI model and Micron fell on Chinese memory chip competition. Brent topped $106 after Russia struck Ukrainian power plants despite President Trump’s energy ceasefire. CIBC Private Wealth’s Rebecca Babin explains why oil is still elevated as Hormuz flows return, Yahoo Finance’s Dan Howley breaks down Meta’s AI push and Microsoft’s Maia 300 chip, and Mizuho’s Dan Dolev explains his Fannie Mae and Freddie Mac call. Plus Vita Coco co-founder Michael Kirban on Build Different, Hennessy Funds’ David Ellison previews bank earnings, Schwab’s Omar Aguilar on the bull market at 4, Kerry Hannon on Medicare open enrollment, and Evan Shapiro on what Skydance is really worth.
Market Domination, Market Domination Overtime and Asking for a Trend are live weekdays 3-5pm ET with Yahoo Finance Host Josh Lipton.
00:00 Happy birthday, bull market
00:26 The Russia-Ukraine energy ceasefire and oil
01:07 Stocks mixed as Meta rises
01:51 Micron slides on Chinese memory competition
02:18 Brent tops $106
02:48 Rebecca Babin on Russia and the diesel market
04:03 Why oil is still high as Hormuz flows return
04:58 Three times the ships, higher freight costs
06:08 How long can oil stay elevated?
07:14 The 2027 oil curve
07:39 What it means at the pump
14:02 Meta’s Muse Wonder model
15:06 From Llama 4 to Scale AI to the frontier
15:54 Zuckerberg says no need to slow AI down
17:19 Are AI labs really slowing down?
18:08 Microsoft’s Maia 300 chip and the $4 trillion club
20:39 Bumble reportedly in talks to go private
26:37 Mizuho on Fannie Mae and Freddie Mac
27:48 Mortgage rates and the privatization odds
28:48 VantageScore vs. FICO
30:50 Visa, Mastercard and agentic commerce
31:46 What to watch in payments earnings
32:43 Build Different: Vita Coco’s origin story
36:10 Speed vs. perfection
38:40 The founder and the CEO
39:43 Financing a startup with debt
42:12 Sourcing coconuts in the Philippines
49:29 Bank earnings preview
50:47 AI lending and private credit
51:22 The OpenAI and Anthropic IPOs
52:30 Circular financing
53:14 Rates, jobs and credit
54:07 Trading revenue and dealmaking
55:35 Jamie Dimon and AI cyber risk
1:00:07 Closing bell
1:01:08 Chip stocks slide
1:02:15 Schwab’s Omar Aguilar on the bull market at 4
1:03:33 The earnings outlook
1:04:19 The equity risk premium turns negative
1:05:27 The K-shaped consumer
1:06:35 Inflation and the Fed
1:07:46 Midterms and volatility
1:13:45 Medicare open enrollment
1:15:01 Part D premiums and the drug cap
1:17:30 Medicare Advantage changes
1:17:49 Where to get help
1:18:31 Evan Shapiro: Is Skydance worth $29 billion?
1:20:56 The IP library
1:22:07 Can Skydance compete with Netflix and Disney?
1:24:13 The synergy plan
1:25:26 What to watch Tuesday
#StockMarket #Meta #BullMarket #MarketDomination #YahooFinance
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