AI, rates and global growth shape the market outlook 10/6/26

Markets push higher as AI and compute demand remain resilient despite rising Treasury yields and concerns about market concentration. Plus, the next phase of AI agents, crypto and orbital data centers is creating new opportunities across technology and space infrastructure. Later, investors look beyond the U.S. as higher yields, emerging markets and infrastructure spending reshape the global investment outlook. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.