Rising yields threaten to derail tech and AI stock rally
The post Rising yields threaten to derail tech and AI stock rally appeared on BitcoinEthereumNews.com. There’s a tug-of-war happening in financial markets right now. On one side: surging Treasury yields fueled by stubborn inflation data. On the other: an AI stock rally that refuses to quit despite macro headwinds. The US 10-year Treasury yield has climbed to roughly 4.45-4.5%, its highest level since mid-2025, following hotter-than-expected inflation data and a broader global bond market selloff. That kind of move tends to be kryptonite for high-growth tech stocks, whose valuations depend heavily on discounting future earnings. The AI trade is drowning out everything else Here’s a number that should make you pause: nine of the top ten returning US stocks since the end of 2024 are AI-related. That’s not a diversified rally. That’s a one-theme market wearing different jerseys. Semiconductors, the picks-and-shovels play of the AI boom, sit at the center of the trade. Companies building ch