Oct 9, 2026 · 1 hr 3 min · 12 segments
This week on Street Check, Chris and Brad debate whether the market’s new highs are a false start, what OpenAI’s newly reported annualized revenues mean for the data center buildout, and rumors that…
Uh, we are gonna talk about what maybe is a false start for the market, uh, for October.
OpenAI had some revenue figures come out that point to about a $20 billion shortfall.
After that, we're gonna do a jump ball segment, and we'll just go head-to-head with a couple of different themes or ideas.
Uh, this sounds more like a you take, uh, in, in its semi-pessimism, but hear me out.
Um, but you know, a month ago, as if we sat here, they still hadn't gotten above 5%.
This is really just since the last week of September is when they went above, when the yields went above 5% for good.
You know, it never got above 5% when, um, interest rates themselves were much higher a few years ago, a couple years ago.
Um, and you know, I know a lot of, there's u- under- other underlying factors that are driving this, but I think this could come down even if the Fed ... hikes rates as maybe as expected later this month.
I think it's a little bit of, you know, uh, the rumor being built into it versus the actual news.
You know, before for, uh, getting above 4.5% I thought was sort of the line of demarcation.
Uh, we are gonna talk about what maybe is a false start for the market, uh, for October.
OpenAI had some revenue figures come out that point to about a $20 billion shortfall.
After that, we're gonna do a jump ball segment, and we'll just go head-to-head with a couple of different themes or ideas.
Uh, this sounds more like a you take, uh, in, in its semi-pessimism, but hear me out.
Um, but you know, a month ago, as if we sat here, they still hadn't gotten above 5%.
This is really just since the last week of September is when they went above, when the yields went above 5% for good.
You know, it never got above 5% when, um, interest rates themselves were much higher a few years ago, a couple years ago.
Um, and you know, I know a lot of, there's u- under- other underlying factors that are driving this, but I think this could come down even if the Fed ... hikes rates as maybe as expected later this month.
I think it's a little bit of, you know, uh, the rumor being built into it versus the actual news.
You know, before for, uh, getting above 4.5% I thought was sort of the line of demarcation.
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