9AM HOUR: 5% Yields Watch; Tech Titans at Trump-Xi Dinner; Oracle's Data Center "Force" 9/25/26

Carl Quintanilla, Leslie Picker and Michael Santoli delved into the stock market's moves with Treasury yields above 5%. A live report from the White House one day after President Trump's state dinner for Chinese President Xi: Jensen Huang and Elon Musk were among the tech titans in attendance. The anchors reacted to what Huang said on Ezra Klein's podcast about shutting down AI labs. Also in focus: A follow-up on Oracle declaring a "force majeure" on a New Mexico data center project; Meta's "Muse" rally and $2 trillion valuation watch; Akamai surges on Anthropic cloud deal; Microsoft revamps its Copilot app by adding AI tools; Another downgrade for Nike; Costco earnings reaction, oil prices fall on developments surrounding the Iran conflict. Squawk on the Street Disclaimer