# Rising yields, AI earnings and oil risks test markets 9/2/26

Page: https://stenobird.com/podcast/morning-call-1336247/rising-yields-ai-earnings-and-oil-risks-test-markets-9-2-26
Text version: https://stenobird.com/podcast/morning-call-1336247/rising-yields-ai-earnings-and-oil-risks-test-markets-9-2-26.md
Podcast: [Morning Call](https://stenobird.com/podcast/morning-call-1336247)
Published: 2026-09-02T10:45:40+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/073dbb8a-9ad4-4ee6-a939-ec3ceaaa7139/audio/128/default.mp3?aid=rss_feed&awCollectionId=04f0d741-80e7-4bb4-9be4-a4fcc61db758&awEpisodeId=073dbb8a-9ad4-4ee6-a939-ec3ceaaa7139&feed=Bt3ITxGl
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JSON: https://stenobird.com/v1/public/podcasts/morning-call-1336247/episodes/rising-yields-ai-earnings-and-oil-risks-test-markets-9-2-26
Duration seconds: 2552

## Resource

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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## Transcript

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