Stocks are holding near record highs even as the 10-year Treasury yield climbs, underscoring how little rate pressure is weighing on the market. Amit Kukreja says AI capex is driving the narrative and asks what falling yields in 2027 could mean for equities.
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Stocks are holding near record highs even as the 10-year Treasury yield climbs, underscoring how little rate pressure is weighing on the market. Amit Kukreja says AI capex is driving the narrative and asks what falling yields in 2027 could mean for equities.
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