Mortgage Rates Hit Multi-Year High, Can Nike Be Saved?, Powering Data Center Demand 10/1/26

Stocks are rising on the first trading day of October, clawing back earlier declines as Treasury yields pull back from their highest levels in more than 20 years. Brian Sullivan and Kelly Evans are joined on set by Advisors Capital Management’s JoAnne Feeney to break down the tech trade following Micron’s Q4 earnings report, and they later speak with Mortgage News Daily’s Matthew Graham on how homebuyers can navigate the highest 30-year mortgage rates since 2023. Americus Reed, Wharton School Professor of Marketing, joins the show to give his take on what Nike needs to do to turn the company around as shares are on pace for their worst year since 1993. The anchors also chat with Evercore ISI’s Nicholas Amicucci on his latest utility and energy stock picks as hyperscalers continue to ambitiously spend on building AI data centers.