# AI mania, China and Treasury moves put markets on alert 9/22/26

Page: https://stenobird.com/podcast/morning-call-1336247/ai-mania-china-and-treasury-moves-put-markets-on-alert-9-22-26
Text version: https://stenobird.com/podcast/morning-call-1336247/ai-mania-china-and-treasury-moves-put-markets-on-alert-9-22-26.md
Podcast: [Morning Call](https://stenobird.com/podcast/morning-call-1336247)
Published: 2026-09-22T10:46:43+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/04f0d741-80e7-4bb4-9be4-a4fcc61db758/episodes/c935703a-eea5-497c-a3e0-d3a58083c5bd/audio/128/default.mp3?aid=rss_feed&awCollectionId=04f0d741-80e7-4bb4-9be4-a4fcc61db758&awEpisodeId=c935703a-eea5-497c-a3e0-d3a58083c5bd&feed=Bt3ITxGl
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/morning-call-1336247/episodes/ai-mania-china-and-treasury-moves-put-markets-on-alert-9-22-26
Duration seconds: 2553

## Resource

AI momentum is back in focus as investors weigh Meta’s rally, rising valuations and whether massive spending can ultimately deliver profits. Plus, U.S. China tensions and the debate over AI regulation take center stage. Later, Treasury yields and an upcoming repurchase operation keep markets focused on rates and financial stability.

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/morning-call-1336247/episodes/ai-mania-china-and-treasury-moves-put-markets-on-alert-9-22-26/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/morning-call-1336247/ai-mania-china-and-treasury-moves-put-markets-on-alert-9-22-26.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.