Nasdaq Hits Record High as Yields Continue to Rise

MRKT Matrix - Monday, October 5th

Nasdaq rises to fresh record high led by tech; traders eye oil and yields (CNBC) 

The higher-rates, higher-rent doom loop is a big problem for the Fed (Apollo) 

France debt yields spike on political unrest (Axios)

European sovereign yields and market dynamics (Financial Times) 

NVIDIA Series Part 1 — Jensen's Math (Substack) 

Broadcom starts amassing $60 billion to fund chips for Anthropic (Bloomberg) 

Apple and a Hacker's Future (Stratechery) 

Legal risks pile up for Altman as OpenAI uncovers dozens of hacks (Financial Times)

Investors look to shelter portfolios from rising AI concentration risks (Financial Times)

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