The 10-year's biggest drop since SVB, plus an AI bear says let them die | The 8:30
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摘要
The 10-year Treasury yield fell 19.3 basis points on Thursday to close at 4.95%, its biggest one-day drop since the day Silicon Valley Bank failed. Krishna Guha, Vice Chairman of Evercore ISI, told clients investors are relearning that Treasuries hedge a deflationary AI bust. Ed Zitron, Founder and Chief Executive Officer of EZPR, joins in studio and argues OpenAI and Anthropic are load bearing for the whole market and should be allowed to fail anyway. Plus American Express cuts 5% of its workforce, and the iPhone Duo arrives.
The 8:30 is live weekdays 8:30-9:30am ET with Yahoo Finance Host Julie Hyman, Breaking Business News Reporter Jake Conley and Senior Autos Reporter Pras Subramanian.
Timestamps
0:00 Markets, and the Nasdaq 6% off its high
1:14 The 10-year's biggest one-day drop since SVB
3:31 Bearishness, rotation and improving breadth
8:15 SK Hynix puts the Solidigm listing on hold
10:17 Ed Zitron on what Anthropic's credit rating should be
12:56 What he wants to see in the S-1
16:33 Why he says OpenAI and Anthropic are the same company
19:03 Is the market already rerating this
22:29 Load bearing, and the case for letting them fail
29:56 SpaceX, 80,000 tower sites and the carriers
33:54 The Boring Company gain and circular accounting
35:14 Jensen Huang and the channel-stuffing charge
40:48 American Express misses on billed business
44:45 iPhone Duo day, and Apple closing on Nvidia
50:10 Airbnb's chore rules
#Treasuries #AIBubble #Amex #The830 #YahooFinance
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