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PodcastSquawk on the StreetOctober 5, 2026

9AM HOUR: Nvidia's Record Run, Sam Altman Makes the Rounds, Yields Keep Rising 10/5/26

NVIDIA's push toward $6 trillion and rising global bond yields are the twin forces anchoring markets as AI safety debates intensify.

  • NVIDIA nears $6T: Stock hit fresh all-time highs, with Jensen Huang's Ezra Klein interview and AI optimism fueling the run; Forbes pegs his net worth near $200 billion.
  • Altman's safety tour: Sam Altman told Politico the world should accept "some bad things happening" for AI's benefits, a swipe widely read as aimed at Anthropic's Dario Amodei without naming him.

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