Meta’s Rally Keeps Rocking… And A Major AI Safety Warning 9/24/26

Surging Treasury yields, Meta's AI-hardware rally, and mounting OpenAI security incidents are colliding to test AI-driven market optimism.

• Meta's Muse rally: Shares rose another 4%+, up ~35% in September (best month since July 2013) after Zuckerberg unveiled Muse AI agent, new VR glasses, and the Muse Charm wearable at Connect; desk split on whether hardware or the transaction-based monetization thesis justifies the ~$500B market-cap gain.
• Bond market blowout: 10-year yield topped 5.20% (highest since 2007) with a 66bp move in 11 days; 30-year crossed 5.5%; Fed funds futures price ~71% odds of an October hike plus two more by spring, per Steve Leisman.

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