Markets, AI and rising yields test the outlook 9/28/26
Summary
Morning Call covers a volatile start to the trading week, highlighting U.S. equity futures pressured by multi-decade high Treasury yields and surging crude oil prices amid stalled U.S.-Iran ceasefire talks. The segment features an exclusive interview with Gecko Robotics CEO Jake Luceranianian regarding a new AI safety platform launched with Nvidia to prevent rogue AI agents in physical robotics. Additionally, the show discusses the historic SpaceX Starship orbital launch, Amprius Technologies’ $75 million Pentagon grant for domestic drone battery production, and the latest developments in t…
Topics discussed
Edward Jones Sponsorship
Market Open: Futures, Yields, and Oil Prices
Global Markets: Europe and Asia Update
Nvidia Launches AI Agent Safety Platform
Geopolitics: US-Iran Tensions and Strait of Hormuz
Interview: Macro Strategy and AI Market Impact
Upcoming Segments and AI Safety News
Sponsorships: Wise and Hertz
AI Safety Concerns: OpenAI and Anthropic Incidents
Interview: Gecko Robotics and Nvidia Partnership
Circle CFO Departure and Bond Market Outlook
Sponsorships: Wise and Hertz
Interview: Amreus Battery Grant for Drones
Market Update: Futures, Yields, and Energy
Corporate News: Nvidia, Boeing, and White House Press
SpaceX Starship Flight 14 Launch Preview
Interview: Space Capital on Starship and AI
Gold Mining M&A: Northern Star and Gold Fields
Morning Call Crew: Rates, AI, and Election Impact
Zepbound Sponsorship
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