Yields Spike As Consumer Confidence Drops… And Altman Weighs In On AI Pacing 9/29/26

Markets are treating the White House's voluntary AI 'safety' accord as a green light for unchecked capex growth even as yields and inflation risk climb.

• White House AI accord: Trump hosted Zuckerberg, Jensen Huang, Altman and others; a signed 'White House Accord' on 'superintelligence' relies on self-policing, independent audits, and board-level oversight committees, with no government enforcement mechanism disclosed.
• OpenAI Dev Day news: CFO Sarah Fryer confirmed OpenAI is raising ~$30B privately at a $1.4T valuation ahead of an IPO, with annualized run-rate revenue up ~70% quarter-over-quarter; new 'Dots' paid agent launched.

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