9AM HOUR: Stocks Pull Back From Record Highs, Marvell CEO Exclusive, "Halftime Report" Rings NYSE Opening Bell 10/7/26

Rising long-term yields, not AI fundamentals, are now the market's dominant swing factor even as Marvell's data-center guidance keeps climbing.

• Rates dominate: 10-year yield hit 5.35% (highest since 2002) with a $39B 10-year auction at 1pm; 30-year near 5.72%, with talk of 6.25% as a target seen by some desks.
• SpaceX's AI-chip bond: SpaceX is raising a reported $40B bond deal (triple-B rated) led by Apollo and PIMCO, with Apollo potentially taking up to $10B, to fund NVIDIA chip purchases.

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