Meta’s “Right to Win AI” & A Bond Market Rout 9/24/26

Meta’s Muse Charm launch (cnbc.com/2026/09/23/mark-zuckerberg-1299-meta-…) has prompted a surge in Meta stock as investors consider the wider implications of a device to harness AI. Media and tech watching Rich Greenfield discusses the gravity of this moment in the AI revolution and the value it could create for Meta shareholders (cnbc.com/video/2026/09/24/meta-ceo-mark-zucker…). AOL co-founder Steve Case weighs in on the liability and regulatory issues that arise in a tech revolution. Plus, China’s President Xi Jinping is visiting the U.S. for the first time in 11 years, and the 30-year Treasury bond yield (cnbc.com/2026/09/24/us-treasury-yields-bonds-f…) has hit its highest level since 2004, as investors weigh the likelihood of another rate hike from the Fed. (cnbc.com/2026/09/24/feds-williams-another-rate…)

Rich Greenfield - 17:00
Steve Case - 27:20

In this episode:
Rich Greenfield, @RichLightShed (x.com/RichLightShed)
Joe Kernen, @JoeSquawk (x.com/JoeSquawk)
Kelly Evans, @KellyCNBC (x.com/KellyCNBC?lang=en)
Cameron Costa, @CameronCostaNY (twitter.com/cameroncostany?lang=gu)

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