9AM HOUR: Markets and the Trump-Xi Summit, Oracle Slides, Meta's New Products and "Muse-Mania" 9/24/26

Surging long-term yields (10-year at 5.15%, highest since 2004) are beginning to strain AI-financed infrastructure deals, credit markets, and consumer-facing stocks simultaneously.

• Yields surge: The 10-year hit 5.15% and long bond 5.44%, both highest since 2004, after the 10-year's biggest one-day rise in over a year; TLT closed at a record low.
• Oracle's Force Majeure: Bloomberg reports Oracle sent BlueOwl's project developer a force majeure notice on the $18B, 2.45-gigawatt New Mexico Stargate data center (Project Jupiter), possibly to delay payments if the 2028 completion slips; Oracle shares fell ~4%.

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