“The risks to equity markets continue to pile up as the discount rate which they face gets higher and higher and higher. The question is to what extent can continued AI earnings growth continue to push equity markets onward.”

(Bloomberg) -- US stock futures fell and Treasuries slipped in a market where inflation risks are the primary focus, with Brent crude topping $100 a barrel.

U.S. Stock Futures Steady, Treasury Yields Rise After Oil Tops $100