Skip to main content
TradingNews

Market news

Soaring Treasury Yields Pressure Tech as AI Capex Crowds Out Bonds

24/7 Wall St. Read original source (opens in a new tab)
The Story

News Summary

  • Treasury yields surged as the 10-year hit 4.83% and 30-year reached 5.28% after an underwhelming Treasury buyback.
  • Massive AI capital spending from Microsoft and Nvidia is crowding out bonds, elevating borrowing costs and pressuring equity multiples while bolstering JPMorgan's net interest income outlook.
Explore JPM price history & advisor snapshot

These are separate market snapshots and may predate this story. Check the data period, generation time and expiry before using them in your research.

Stored market data

JPM price history

356.23 +21.24% over the displayed period

Advisor Snapshot

Unlock Member-Only Insights

Reserved for TradingNews24 members. Log in or create a free account to access market signals and exclusive tools.

Open JPM advisor →
Browse September 2026 news → ← Back to market news

Market analysis for educational use. Trading involves risk. AI sentiment is not financial advice.

Methodology · Risk disclosure