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 and should be allowed to fail anyway. Plus American Express cuts 5% of its workforce, and the iPhone Duo arrives. The 8:30 is live weekdays 8:30-9:30am ET with Yahoo Finance Host Julie Hyman, Breaking Business News Reporter Jake Conley and Senior Autos Reporter Pras Subramanian. Timestamps 0:00 Markets, and the Nasdaq 6% off its high 1:14 The 10-year's biggest one-day drop since SVB 3:31 Bearishness, rotation and improving breadth 8:15 SK Hynix puts the Solidigm listing on hold 10:17 Ed Zitron on what Anthropic's credit rating should be 12:56 What he wants to see in the S-1 16:33 Why he says OpenAI and Anthropic are the same company 19:03 Is the market already rerating this 22:29 Load bearing, and the case for letting them fail 29:56 SpaceX, 80,000 tower sites and the carriers 33:54 The Boring Company gain and circular accounting 35:14 Jensen Huang and the channel-stuffing charge 40:48 American Express misses on billed business 44:45 iPhone Duo day, and Apple closing on Nvidia 50:10 Airbnb's chore rules #Treasuries #AIBubble #Amex #The830 #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571