Stocks Ignore 5% Yields as AI and Consumer Fault Lines Grow

Podcast: Markets Daily · Jellypod

Opublikowano: 2026-09-28

Markets are shrugging off a surge in Treasury yields as strong growth, cooling oil, and a U.S.-China trade truce help keep stocks afloat. We also break down the split beneath the surface: AI infrastructure and semiconductors are powering higher while consumer names wobble, with Oracle’s data center warning and a possible Fed hike adding to the tension.