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

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.

“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…