Rising Yields Loom Over AI Stock Rally
TL;DR Summary
Investors remain bullish on megacap tech and AI stocks, but rising yields threaten to derail the rally, according to Bloomberg's survey of 32 investment managers across the US, Asia and Europe. About half name megacap AI as their top pick, and 80% expect equities to outperform bonds or commodities over the next 3-6 months, though concerns about concentration, overheating, and earnings optimism linger.
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- Surging bond yields are a major pain point for equities at the moment investingLive
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