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The AI Melt-Up Is Finally Running Into Rates

What if AI is inflationary, not disinflationary?

Raccontata dazerohedge.com

Timeline cronologica

1. martedì 19 maggio 2026·zerohedge.com
   

   The Bond Market Is Starting To Break The AI Melt-Up

   The problem for equity bulls is that violent AI melt-ups become much harder to sustain once rates volatility starts breaking higher.

2. giovedì 21 maggio 2026·zerohedge.com
   

   The AI Melt-Up Is Finally Running Into Rates

   What if AI is inflationary, not disinflationary?