Nasdaq hits a record as yields hit 2002 highs, plus the NY Fed's private credit probe | The 8:30

The Nasdaq closed at a record and gains broadened out, even as 10- and 30-year Treasury yields hit fresh 2002 highs. Yahoo Finance Host Julie Hyman, Breaking Business News Reporter Jake Conley and Senior Autos Reporter Pras Subramanian break down Bank of America's call to rethink the AI capex trade, whether yields have peaked, and the New York Fed's review of Wall Street banks' lending to private credit firms, according to Semafor. Plus DeepSeek, Moonshot and OpenAI's funding rounds, President Trump's diesel moves, Julie on why letting donors put individual stocks in Trump accounts is a bad idea, Google's nuclear power deal with Constellation, and Berkshire's Lennar stake. Watch The 8:30 live weekdays 8:30-9:30am ET. 00:00 The Nasdaq closes at a record 00:20 Gains are getting broader 01:19 Yields hit fresh 2002 highs 01:38 Nvidia closes in on $6 trillion 02:00 BofA's Savita Subramanian: Time to rethink the AI capex trade? 02:41 White-collar workers trade down 03:42 What led Monday's rally 04:55 What was that light in the sky? 06:24 Apollo's Torsten Slok: Have yields peaked? 08:01 Ray Dalio: Could China and Japan sell Treasuries? 09:01 The New York Fed scrutinizes banks' private credit lending, per Semafor 09:55 JPMorgan's markdowns and the "cockroach" warning 12:20 Private credit 101 14:30 The ECB and Bank of England are watching too 16:02 DeepSeek nears $12 billion in new funding 16:45 Moonshot AI eyes a Hong Kong IPO 17:24 OpenAI's new funding round 18:16 DeepSeek's data centers on Huawei chips 19:33 The competition for capital 20:38 Andreessen Horowitz's top consumer AI apps 21:43 Where Claude ranks 23:29 Who's actually paying for AI apps? 30:23 Trump opens up red-dye diesel and defers the road tax 32:13 States pause gas taxes 33:14 How much will it really save? 34:41 Chevron's Mike Wirth on a diesel export ban 35:41 Diesel's price shock 37:37 Julie's rant: The problem with Trump accounts 39:33 Why single stocks add risk 41:25 Is it even legal? 42:07 A pump-and-dump risk? 43:58 Google buys nuclear power from Constellation 45:17 Big Tech's growing list of nuclear deals 46:56 Behind-the-meter power and the grid 47:46 Why utility stocks are lagging 48:39 Berkshire takes a stake in Lennar 49:19 Hunterbrook's questions about Lennar and Millrose 51:33 Can the S&P 500 hit a record? 52:16 AMD's Lisa Su on chip demand 52:36 The Paramount-Warner deal closes as Skydance 53:37 Moderna and biotech stocks 54:43 Banco Bradesco and Brazil's election #StockMarket #PrivateCredit #TrumpAccounts #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

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