10AM Hour: Nvidia’s $150B Buyback, Mortgage Rate Outlook, Meta Pulls Back 9/28/26
Summary
Squawk on the Street covers a volatile week for markets, focusing on rising bond yields, oil prices, and the impact of higher mortgage rates, with experts warning that 30-year rates could reach 9%. The episode features an interview with Adam Parker of Trivariate Research, who advises investors to focus on semiconductors, energy, and healthcare while avoiding rate-sensitive sectors. Analyst Stacy Rascon discusses Nvidia’s massive $23.5 billion buyback and new AI safety platform, while Selma Hepp from CoStar Group explains the current housing market stagnation. The segment also includes updat…
Topics discussed
Sponsor reads and show introduction
Market overview: Oil, yields, and Nvidia news
Economic data week and rising bond yields
Consumer impact of higher rates and mortgages
Stock market resilience and Fed policy debate
Credit spreads and Fed credibility signals
Iran conflict updates and oil price drivers
White House AI meeting and steel plant announcement
Interview: Adam Parker on market regime and earnings
Sector recommendations: Energy, Healthcare, Tech
Tech vs. Staples earnings expectations divergence
AI risks: Unemployment and data center regulation
Long-term AI supply chain and power constraints
Sponsor break and return to show
Nvidia AI safety engineering discussion
Nvidia $150B buyback analysis and comparison
Nvidia stock performance and AI agent guardrails
Micron earnings preview and memory chip outlook
Boeing software glitch and MongoDB drop
Top movers: Boeing, MongoDB, and SpaceX
World news: Ukraine strikes and MLB attendance
Treasury hires David Rosenberg for market outreach
Housing market: Mortgage rates and builder strategies
Oil export bans and Iran sanctions effectiveness
Iran-US escalation risks and midterm politics
Options market signals for Meta and MongoDB
Disclaimer and sponsor read
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