Episode

Markets, AI and rising yields test the outlook 9/28/26

Podcast: Morning Call
Published: Sep 28, 2026
Duration seconds: 2536
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Canonical source: https://www.cnbc.com
Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/04f0d741-80e7-4bb4-9be4-a4fcc61db758/episodes/f6bacb5d-ec47-450b-bdba-b50295ac4261/audio/128/default.mp3?aid=rss_feed&awCollectionId=04f0d741-80e7-4bb4-9be4-a4fcc61db758&awEpisodeId=f6bacb5d-ec47-450b-bdba-b50295ac4261&feed=Bt3ITxGl
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Summary

Markets face rising Treasury yields and weak breadth as investors look ahead to earnings, inflation and jobs data. Plus, AI, robotics and U.S. manufacturing are driving new investment across defense and technology. Later, SpaceX’s Starship launch and next generation Starlink satellites could reshape the space economy and AI infrastructure.