9AM HOUR: Stocks Hit Record Highs, CrowdStrike CEO on AI and Stock Surge, Skydance Era Begins 10/6/26

Record stock highs are being driven by a handful of AI-infrastructure names even as credit costs rise and the Russell 3000's breadth deteriorates.

• Records amid narrow breadth: S&P 500 and Nasdaq hit fresh all-time highs with the 10-year yield near 5.3%, a combo hosts called unusual; Faber noted gains concentrated in roughly six mega-cap names while over half the Russell 3000 sits 20%+ off highs.
• CrowdStrike's AI safety pivot: CEO George Kurtz said CrowdStrike is building 'flight recorder' traceability for AI agents with NVIDIA's Open Agent Safety Platform (100+ partners, Anthropic included, OpenAI notably absent), arguing the shift is from security to 'safety' as a new market.

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