EarningsBear3d ago

The 10-year's biggest drop since SVB, plus an AI bear says let them die | The 8:30

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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 a…

Companies mentioned

SPYSPDR S&P 500 ETF Trust

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