Why the alternative to the 'clear and present' danger from bond yields is this AI-fueled market that's quietly outperformed

By Barbara KollmeyerGoldman Sachs head of hedge fund coverage suggests investors look at Japanese stocks as a play on AI as U.S. equities face hurdles.The "clear and present danger" for U.S. stocks is rising 10-year Treasury yields, a threat that's likely to linger.Tony Pasquariello, global head of…