Market Resilience Despite Surge In Yields… And Options Action Ahead Of Micron Results 9/25/26
Summary
Fast Money analyzes the resilience of the stock market despite historic spikes in Treasury yields, with experts debating if the 10-year rate is headed for 6% by January. The panel discusses Microsoft’s strategic pivot to combine its AI coding and office tools into a single Copilot product, while also reviewing Moderna’s surge driven by new cancer vaccine data. Additionally, the show covers the lack of concrete deliverables from the recent US-China summit and offers technical and options strategies for Micron ahead of its earnings report.
Topics discussed
Sponsor: Edward Jones
Show intro and agenda
Market review: Rates and semiconductor surge
Discussion on market overextension and VIX
Market concentration and small cap underperformance
Opinions on semiconductor stocks (AMD, Nvidia)
Dividend yield stocks: General Mills vs Treasuries
UPS and FedEx: Package volume concerns
Verizon and AT&T: Melting ice cube thesis
Guest Ben Emmons: 6% rate tipping point analysis
Trump-Xi meeting outcomes and US-China relations
Sponsor: EY Parthenon
Sponsor: Google Gemini Enterprise
Microsoft Copilot revamp and AI competition
Sponsor: CDW and Everpure
Chart of the Week: Moderna stock analysis
Micron Technology: Technicals and options trade
Investor sentiment survey: Retail vs Institutional
Airbnb technical analysis and final trades
Sign-off and disclaimer
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