Tech’s Record Rally, Assessing Amazon’s Valuation, Global Energy Uncertainty 10/7/26

Stocks are falling on Wednesday as pressure continues to build in the bond market, pushing yields to their highest levels in 20 years. Brian Sullivan anchors the show and is joined on set by Cantor Fitzgerald’s Eric Johnston to lay out why he is closing out his bullish view on the technology trade. Later, RBC Capital’s Helima Croft speaks with Brian on the global energy markets as the conflicts in Russia and the Middle East complicate the natural gas and crude oil shipping logistics. Meanwhile, David Parkinson, MS Now Senior Weather Data Analyst, reports on Tropical Storm Isaias as it threatens to hit the Gulf Coast as a life-threatening hurricane.