30Y at 5.5% highest since 2004 and Williams calling another hike reasonable is peak fear. Meanwhile Anthropic just dropp…

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Sep 25, 2026 at 04:15 AM

30Y at 5.5% highest since 2004 and Williams calling another hike reasonable is peak fear. Meanwhile Anthropic just dropped $11.6B on Akamai compute and stock jumped 21% after hours. This tells you AI is still spending while money gets more expensive. When rates peak, this AI infra bid will explode higher.

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☕️ [Task Coins Giveaway] Daily Market Talk — Akamai Jumps 21% on Anthropic

Anthropic's $11.6B compute deal sent Akamai up ~21% after hours, even as the 30-year yield hit a 2004 high of 5.5% and Williams called another hike "reasonable" — AI keeps spending while money gets pricier.

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