Stocks are heading for a high-stakes showdown, as strong earnings collide with rising borrowing costs
The idea that the AI trade has been mostly immune to rising bond yields isn’t quite right, one strategist notes.
Finance & markets
Stocks are heading for a high-stakes showdown, as strong earnings collide with rising borrowing costs
National Trade News policy desk (2026-10-18): Stocks are heading for a high-stakes showdown, as strong earnings collide with rising borrowing costs The idea that the AI trade has been mostly immune to… Primary source: original at MarketWatch (marketwatch.com).