Nothing broke, 5% is not high, and this is 1998 | Market Hang

Treasuries rallied harder on Thursday than at any time since Silicon Valley Bank collapsed in 2023, the 10-year closing below 5% for the first time in nearly a month. Turney Duff, former Wall Street trader and author of The Buy Side, is unmoved: nothing broke, capital just got more expensive, and he is 100% long. Paisley Nardini, Head of Investment Strategy at Tema ETFs, argues a risk premium on hyperscaler debt is the healthy outcome. Plus Yahoo Finance Senior Autos Reporter Pras Subramanian on Apple owning the racetrack, and Musk's $1 billion for Skydance. Timestamps 0:00 A season finale, and a bond market that finally moved 1:39 Four possible catalysts, none of them mutually exclusive 3:02 Why bonds suddenly look good next to equities 4:39 De-risking, and a near-term ceiling in rates 6:18 A risk premium on AI debt is the healthy outcome 8:26 Nothing broke, 5% is not high, and this is 1998 9:31 Can Anthropic and OpenAI ever pay for the compute 10:46 The winners may not be on anyone's radar yet 12:19 The iPhone Duo arrives, and who actually wants one 15:34 Waiting for Apple to ship the agent that helps 17:24 Who you trust with the data on your phone 18:45 Why Apple has not made the AI move 19:50 Apple doesn't have a horse in the race. It owns the racetrack 21:12 Musk puts $1 billion into Skydance 24:19 A Tesla and SpaceX merger before 2028 26:03 $7 million against $9 billion in entertainment 30:24 Why the grifter story captured everyone 35:25 Screen testing the next James Bond 38:28 Apollo calls its Yankees stake AI-resilient leisure 42:54 The Lakers deal and private capital's image problem 46:24 American sports are socialism 47:28 Sports gambling and the regulation coming for it 50:05 Gen Z, group bills, and an interest-free loan to your friends 56:26 Season finale sign-off Disclosure: Yahoo is a portfolio company of funds managed by affiliates of Apollo Global Management. #AITrade #Treasuries #Apple #MarketHang #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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