What AI risk warnings mean for software stocks, tech leaders meet Trump, Nvidia's buyback

Stocks slipped September 29, 2026, as the 30-year Treasury yield climbed to its highest level since 2002 and President Trump met with tech CEOs at the White House, where he called for "tremendous self-regulation" of AI. OpenAI unveiled new AI agents at its DevDay, and MongoDB fell after its CEO left for Meta. Citizens Head of Technology Equity Research Pat Walravens, Creative Strategies CEO and Principal Analyst Ben Bajarin, Alice CEO Noam Schwartz and Aristotle Pacific Managing Director and Portfolio Manager Jeff Klingelhofer weigh in on AI safety, software and rates. Plus Foundation Future Industries Co-Founder Mike LeBlanc on humanoid robots, Investopedia Editor-in-Chief Caleb Silver on retail investors, and former Disney CEO Bob Chapek. Market Domination, Market Domination Overtime and Asking for a Trend are live weekdays 3-5pm ET with Yahoo Finance Host Josh Lipton. 00:00 Stocks mixed as bond yields climb 02:09 Trump meets tech CEOs at the White House 04:17 The Senate vote on data centers and electricity bills 05:53 Citizens' Pat Walravens on AI agents and software 09:22 Who owns the customer when AI agents do the work? 10:04 "That is not safe": The case for AI guardrails 10:46 Is liability enough of a guardrail? 12:47 What would make AI agents a tailwind for software? 14:05 MongoDB's CEO leaves for Meta 20:58 Fed officials weigh the path for rates 22:41 The White House launches america.gov 30:08 Creative Strategies' Ben Bajarin on OpenAI's new AI agents 32:39 AI agents and privacy 34:06 How Nvidia's AI safety platform works 35:51 Are AI safety fears overblown? 37:15 What to watch in Micron's earnings 38:24 Dan Ives on Anthropic's IPO 44:21 What's next for Nvidia 48:21 Foundation Future Industries' Mike LeBlanc on humanoid robots in war 52:43 Who's accountable if a robot makes a mistake? 59:58 Closing bell 1:02:03 Aristotle Pacific's Jeff Klingelhofer on what rising yields signal 1:04:11 Will the Fed hike in October? 1:07:16 Where fixed income investors can f