10-1-2026: AI's Rebrand to SI, Surging Yields + Oil Price Volatility
Podcasts
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6m 27s
Eric Criscuolo, Market Strategist at the NYSE, reviews a quarter capped by President Trump's order rebranding AI as Super Intelligence, part of the Triple Play of SI, yields, and oil that left the S&P 500 up 2% in Q3 despite a 2% equal-weight decline. September was historically weak, with yields surging on Kevin Warsh's hawkish tone, though Q4 typically rallies in mid-term years. This week, Iran headlines lifted oil, Anthropic's leaked filing revealed huge compute spending, and OpenAI unveiled its new agent platform. Williams eased hawkish tones, pulling yields lower and the S&P down 1% on the week.
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