OpenAI DevDay, Jamie Dimon’s Op-Ed, Valley Bank CEO Interview 9/29/26

Stocks are mostly lower following another rise in Treasury yield to fresh multiyear highs. Seema Mody and Brian Sullivan kick off the show with Zeta Global’s Nate Yohannes who gives his initial reaction to OpenAI’s DevDay announcements and initiatives. MCC Global Enterprises CEO, Michelle Caruso-Cabrera, also joins the show to discuss JPMorgan CEO’s “Wall Street Journal” op-ed article in which he lays out his vision for the western world and calls on Europe to revive its economy and reinforce its military capabilities. Meanwhile, Valley National Bank CEO, Ira Robbins, comes on-set to discuss the state of his company and how artificial intelligence is impacting the regional banking sector.