Wall Streetโs AI Rally Faces a Yield Shock as Long Bonds Climb
Wall Streetโs artificial intelligence trade is holding up for now, but the surge in long-term Treasury yields is sharpening the risks beneath the surface. With the U.S. 30-year yield pushing above 5.6% and strategists warning it could rise further, investors are reassessing whether richly valued AI stocks can keep outperforming if borrowing costs stay elevated.
