Rising yields, AI earnings and oil risks test markets 9/2/26
About this episode
The episode discusses the impact of rising global bond yields, AI-driven earnings, and oil market challenges amid geopolitical tensions.
Global bond yields climb as investors weigh fiscal concerns, sticky inflation and higher energy prices. Plus, AI demand drives a massive Dell server beat as markets look to Broadcom and signs of a software rebound. Later, Venezuela’s oil ambitions face a long road as renewed Middle East conflict keeps pressure on global supplies and commodity prices.
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