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Stocks are heading for a high-stakes showdown, as strong earnings collide with rising borrowing costs

Stocks are heading for a high-stakes showdown, as strong earnings collide with rising borrowing costs
Key Points

The idea that the AI trade has been mostly immune to rising bond yields isn’t quite right, one strategist notes.

The idea that the AI trade has been mostly immune to rising bond yields isn’t quite right, one strategist notes.
Originally published by MarketWatch Read original →