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AI-Driven Equity Euphoria Defies Rising Yields; Midterm 'Blue Wave' Seen as Correction Trigger
Valor Econômico·US·3 days ago
Wall Street pulled back despite AI enthusiasm, with Treasury yields rising faster than software sector gains. The move suggests a rotation out of equities into bonds, likely driven by rate expectations. The divergence between tech optimism and yield pressure signals investor caution.
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