9AM HOUR: 5% Yields Watch; Tech Titans at Trump-Xi Dinner; Oracle's Data Center "Force" 9/25/26

Rising 5%+ Treasury yields are exposing narrow market breadth even as AI-driven names like Meta and Akamai surge on new deals.

• Yields whipsaw markets: 10-year hit 5.22% and 30-year touched 5.5% before easing; median S&P stock is down 5% month-to-date and 17% off highs even as the index is flat, showing extreme narrowness.
• Meta's Muse rally: Meta had its best month since 2013, closing its two-year S&P deficit in roughly a week; Deutsche Bank raised its target to $820 from $750; hosts flagged Muse's AI shopping-agent as a disinflationary, margin-pressuring force for retailers/telecoms.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.