# Markets, AI and rising yields test the rally 9/24/26

Page: https://stenobird.com/podcast/morning-call-1336247/markets-ai-and-rising-yields-test-the-rally-9-24-26
Text version: https://stenobird.com/podcast/morning-call-1336247/markets-ai-and-rising-yields-test-the-rally-9-24-26.md
Podcast: [Morning Call](https://stenobird.com/podcast/morning-call-1336247)
Published: 2026-09-24T10:32:36+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/e7d1ba93-5fb5-4c24-86f6-7113336a12bc/audio/128/default.mp3?aid=rss_feed&awCollectionId=04f0d741-80e7-4bb4-9be4-a4fcc61db758&awEpisodeId=e7d1ba93-5fb5-4c24-86f6-7113336a12bc&feed=Bt3ITxGl
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JSON: https://stenobird.com/v1/public/podcasts/morning-call-1336247/episodes/markets-ai-and-rising-yields-test-the-rally-9-24-26
Duration seconds: 2595

## Resource

Rising Treasury yields and strong economic growth put stocks and the AI rally to the test as investors weigh the Fed’s next move. Plus, Meta’s Muse fuels new questions about AI assistants, consumer tech and disruption across the internet economy. Later, U.S. China tensions, missile stockpiles, defense spending, energy and global trade take center stage as geopolitical risks remain in focus.

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## Transcript

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