OpenAI’s Latest Models, Bitcoin’s Recent Rally, Tech Portfolio Check 9/22/26

Stocks are moving mostly higher with the Nasdaq Composite rising to a new all-time intraday high on Tuesday. Kelly Evans and Brian Sullivan are joined on-set by Citi’s Head of U.S. Equity Trading Strategy, Stuart Kaiser, for an extended conversation on the state of the markets and his outlook for global treasury yields and energy prices. CNBC’s Kate Rooney breaks in with the latest headlines on OpenAI’s new AI agent models with updated capabilities and lower costs. Michael Bucella, Neoclassic Capital Founder, also joins the program to recap Bitcoin’s recent runup following Washington’s recent vote on the crypto Clarity Act.