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

Page: https://stenobird.com/podcast/morning-call-1336247/markets-ai-and-rising-yields-test-the-outlook-9-28-26
Text version: https://stenobird.com/podcast/morning-call-1336247/markets-ai-and-rising-yields-test-the-outlook-9-28-26.md
Podcast: [Morning Call](https://stenobird.com/podcast/morning-call-1336247)
Published: 2026-09-28T11:02:42+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/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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JSON: https://stenobird.com/v1/public/podcasts/morning-call-1336247/episodes/markets-ai-and-rising-yields-test-the-outlook-9-28-26
Duration seconds: 2536

## Resource

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.

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## Transcript

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