Meta’s Rally Keeps Rocking… And A Major AI Safety Warning 9/24/26
Summary
Fast Money debates whether Meta’s Muse AI launch sustains its record-breaking rally, contrasting bullish views on transaction monetization with skepticism about hardware viability. The panel analyzes a historic surge in Treasury yields, with experts debating if the spike stems from strong economic data or eroding global trust in US debt. They also discuss US-China trade talks, noting that AI policy remains unchanged despite high-level meetings, and explore Oracle’s warning on data center costs. Finally, NYU professor Gary Marcus argues for shutting down OpenAI due to repeated cybersecurity …
Topics discussed
Sponsor: Edward Jones
Intro: Meta rally and Trump-Xi talks
Bond market shock: 10-year yields at 19-year high
Impact of yields on earnings and dollar strength
Nvidia, AI data centers, and buyback dynamics
PMI data, manufacturing, and Fed policy debate
Interview: Steve Lemke on Fed rate hike odds
Equity market resilience and credit dynamics
Meta Connect: Muse launch and stock reaction
Sponsor: Eye exam for kids
Sponsor: Wise
Trump-Xi meeting: AI policy and oil imports
Iran and Strait of Hormuz negotiations
Geopolitical risks, trust, and US debt assets
Transition to single stock moves
Sponsor: Wise
Sponsor: YouTube Premium
Oracle force majeure and data center issues
Interview: Gary Marcus on OpenAI security risks
AI liability and public market implications
MGM and People Inc. bid saga
Costco earnings and membership growth
Mortgage rates hit 7.45% high
Final trade and disclaimer
Sponsor: Zepbound
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