Yields, Valuations, and the Unseen Cost of Progress The recent rally in AI shares has been one of the most striking stories in finance this year.
However, behind the scenes, a subtle but significant shift is occurring that could have far reaching implications for investors and the broader economy.
Low interest rates worldwide have fueled an influx of capital into tech stocks, particularly those associated with AI and semiconductors. But as bond yields begin to rise, this dynamic is shifting.