EPISODE · Jul 30, 2026 · 4 MIN
AI Winners, Bond Shock, and a 19-Year Yield Spike
from Markets Daily · host Jellypod
Markets are split between AI-fueled optimism and a sharp repricing in bonds, as Microsoft surges on strong Azure growth while Meta sinks on a costly capex miss. The episode also covers Treasury yields hitting a 19-year high, rising oil and gold amid geopolitical तनाव, and key earnings and macro data ahead.
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AI Winners, Bond Shock, and a 19-Year Yield Spike
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