Treasuries’ Link to AI Shows Sharp Shift as Haven Trade Returns

Treasuries’ Link to AI Shows Sharp Shift as Haven Trade Returns For much of this year, Treasuries offered investors little of their traditional protection when technology stocks stumbled. This week, that role has bounced back sharply. A gauge of the inverse relationship between US government bonds and AI-focused stocks has strengthened to levels last seen a year ago. It’s a sign the deepening tech selloff is sending investors back into bonds for safety, reviving a haven role that had faded as inflation worries and higher interest rates weighed on Treasuries.