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In today’s episode, Zaid covers:
Why the bond market suddenly sold off and Treasury yields surged above 5%
Meta Connect and Zuckerberg’s push to put Muse AI into glasses, VR, and a new dedicated gadget
Activist investor Starboard pushing Knife River to improve margins or consider a sale
Darden falling as higher restaurant costs eat into profits
Oracle’s Project Jupiter data center running into uncertainty
Why Disney+ has gotten dramatically more expensive since its 2019 launch