Commentary Sees Strong Earnings Colliding With Rising Borrowing Costs
A strategist says the AI trade has not been fully immune to rising bond yields. The article frames strong technology and energy earnings against higher borrowing costs.
Strategist Joseph Adinolfi says the AI trade has not been entirely insulated from rising bond yields. Strong earnings are increasingly in tension with rising bond yields, setting up a high-stakes clash on Wall Street as technology and energy companies report booming profits.