The AI Trade Is Alive and Well as Bond Yields Keep Rising The AI Trade Is Alive and Well as Bond Yields Keep Rising · Barrons.com · TIMOTHY A. CLARY / AFP via Getty Images Paul R. La Monica Thu, October 8, 2026 at 1:53 PM EDT 3 min read NVDA -2.62% MU -3.69% DELL +0.49% GLW -4.90% AMD -3.84% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
The spike in the 10-Year Treasury is alarming. But investors can take solace in the fact that AI spending will lead to strong earnings for chips and other tech companies.
