The 30-year Treasury yield hit 5.18%, raising fears that rising rates could become a bigger threat to AI, tech stocks than Nvidia earnings.

The 30-year Treasury yield hit 5.18%, raising fears that rising rates could become a bigger threat to AI, tech stocks than Nvidia earnings.

Rising bond yields are becoming a bigger threat to AI ETFs than Iran tensions, with Nvidia earnings set to test the AI rally.

NVIDIA reports earnings today, May 20. Analysts debate if supply constraints will cap upside despite booming AI demand.

“Stagflation risk has gone up significantly. When we’re talking about increased inflation and falling growth, in that environment, most asset classes will struggle, including…