Stocks finished mixed on October 12, 2026, the fourth anniversary of the bull market, as Meta jumped more than 3% on its new Muse Wonder AI model and Micron fell on Chinese memory chip competition. Brent topped $106 after Russia struck Ukrainian power plants despite President Trump's energy ceasefire. CIBC Private Wealth's Rebecca Babin explains why oil is still elevated as Hormuz flows return, Yahoo Finance's Dan Howley breaks down Meta's AI push and Microsoft's Maia 300 chip, and Mizuho's Dan Dolev explains his Fannie Mae and Freddie Mac call. Plus Vita Coco co-founder Michael Kirban on Build Different, Hennessy Funds' David Ellison previews bank earnings, Schwab's Omar Aguilar on the bull market at 4, Kerry Hannon on Medicare open enrollment, and Evan Shapiro on what Skydance is really worth. Market Domination, Market Domination Overtime and Asking for a Trend are live weekdays 3-5pm ET with Yahoo Finance Host Josh Lipton. 00:00 Happy birthday, bull market 00:26 The Russia-Ukraine energy ceasefire and oil 01:07 Stocks mixed as Meta rises 01:51 Micron slides on Chinese memory competition 02:18 Brent tops $106 02:48 Rebecca Babin on Russia and the diesel market 04:03 Why oil is still high as Hormuz flows return 04:58 Three times the ships, higher freight costs 06:08 How long can oil stay elevated? 07:14 The 2027 oil curve 07:39 What it means at the pump 14:02 Meta's Muse Wonder model 15:06 From Llama 4 to Scale AI to the frontier 15:54 Zuckerberg says no need to slow AI down 17:19 Are AI labs really slowing down? 18:08 Microsoft's Maia 300 chip and the $4 trillion club 20:39 Bumble reportedly in talks to go private 26:37 Mizuho on Fannie Mae and Freddie Mac 27:48 Mortgage rates and the privatization odds 28:48 VantageScore vs. FICO 30:50 Visa, Mastercard and agentic commerce 31:46 What to watch in payments earnings 32:43 Build Different: Vita Coco's origin story 36:10 Speed vs. perfection 38:40 The founder and the CEO 39:43 Financing a startup with debt 42:12 Sourcing coconuts in the Philippines 49:29 Bank earnings preview 50:47 AI lending and private credit 51:22 The OpenAI and Anthropic IPOs 52:30 Circular financing 53:14 Rates, jobs and credit 54:07 Trading revenue and dealmaking 55:35 Jamie Dimon and AI cyber risk 1:00:07 Closing bell 1:01:08 Chip stocks slide 1:02:15 Schwab's Omar Aguilar on the bull market at 4 1:03:33 The earnings outlook 1:04:19 The equity risk premium turns negative 1:05:27 The K-shaped consumer 1:06:35 Inflation and the Fed 1:07:46 Midterms and volatility 1:13:45 Medicare open enrollment 1:15:01 Part D premiums and the drug cap 1:17:30 Medicare Advantage changes 1:17:49 Where to get help 1:18:31 Evan Shapiro: Is Skydance worth $29 billion? 1:20:56 The IP library 1:22:07 Can Skydance compete with Netflix and Disney? 1:24:13 The synergy plan 1:25:26 What to watch Tuesday #StockMarket #Meta #BullMarket #MarketDomination #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571