Why bond yields are rising, Meta Connect’s gadget, and McDonald’s GLP-1 alarm – Bullish Gator

GIS, MCD, META, NVDA

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Why bond yields are rising, Meta Connect’s gadget, and McDonald’s GLP-1 alarm

Bullish Gator

Sep. 24, 2026

Sozzi ties the bond sell-off to inflation, examines corporate warnings, Meta Connect devices, debunks Nvidia valuation, and challenges McDonald’s GLP-1 thesis — with BlackRock’s Rick Rieder on portfolio moves.

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What stands out

Brian Sozzi ties the recent bond sell-off to creeping inflation and then walks the room through corporate "receipts": weak hiring at Paychex, General Mills warning about commodity costs, and Olive Garden’s faint sales growth as evidence the economy is slowing. He also flags McDonald’s president calling GLP-1 users an "opportunity," questions that claim, and contrasts that with lighter moments, Meta’s Connect gadget and a take-down of the Nvidia valuation scare, all in service of asking why markets are repricing risk right now.

Company

General Mills (GIS)

Overall Rating

Bearish

Ratings

FundamentalNeutral TechnicalBearish SentimentNeutral

Revenue avg-2.8% Net income avg-5.9% vs 20DMA+1.6% RSI47

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Company

McDonald's (MCD)

Overall Rating

Neutral

Ratings

FundamentalNeutral TechnicalBearish SentimentBullish

Revenue avg+5.1% Net income avg+12.8% vs 20DMA+4.1% RSI60

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Company

Meta Platforms (META)

Overall Rating

Bearish

Ratings

FundamentalNeutral TechnicalBearish SentimentBearish

Revenue avg+19.9% Net income avg+41.6% vs 20DMA-12.7% RSI31

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Company

Nvidia (NVDA)

Overall Rating

Neutral

Ratings

FundamentalBullish TechnicalBearish SentimentBullish

Revenue avg+101.9% Net income avg+104.8% vs 20DMA-3.8% RSI44

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Bullish Gator Snapshot

Current ratings and signals

General Mills (GIS) Bearish

GIS rates Bearish overall. The fundamental read is neutral: the company passes 6 of 9 quality tests on the Piotroski F-Score; balance sheet is flagged Distress (Altman Z = 1.60); revenue is declining about 2.8% per year; net income is declining about 5.9% per year. The technical picture is bearish: price is 9.1% below the 200-day moving average; 5.9% below the 50-day; the 50/200 relationship is in a Death cross. Sentiment is neutral (composite 60/100), based on 8 news articles from recent coverage.

McDonald's (MCD) Neutral

MCD rates Neutral overall. The fundamental read is neutral: the company passes 5 of 9 quality tests on the Piotroski F-Score; balance sheet is in the Safe zone (Altman Z = 4.51); revenue is growing about 5.1% per year; net income is growing about 12.8% per year. The technical picture is bearish: price is 10.8% below the 200-day moving average; 0.9% above the 50-day; the 50/200 relationship is in a Death cross. Sentiment is bullish (composite 74/100), based on 4 news articles and 1 qualified video from recent coverage.

Meta Platforms (META) Bearish

META rates Bearish overall. The fundamental read is neutral: the company passes 4 of 9 quality tests on the Piotroski F-Score; balance sheet is in the Safe zone (Altman Z = 5.34); revenue is growing about 19.9% per year; net income is growing about 41.6% per year. The technical picture is bearish: price is 3.0% below the 200-day moving average; 8.2% below the 50-day; the 50/200 relationship is in a Golden cross. Sentiment is bearish (composite 28/100), based on 6 news articles, 7 TV segments, and 8 qualified videos from recent coverage.

Nvidia (NVDA) Neutral

NVDA rates Neutral overall. The fundamental read is bullish: the company passes 4 of 9 quality tests on the Piotroski F-Score; balance sheet is in the Safe zone (Altman Z = 66.28); revenue is growing about 101.9% per year; net income is growing about 104.8% per year. The technical picture is bearish: price is 5.7% above the 200-day moving average; 3.0% below the 50-day; the 50/200 relationship is in a Golden cross. Sentiment is bullish (composite 72/100), based on 2 news articles, 5 TV segments, and 5 qualified videos from recent coverage.