Rising Yields Are Wreaking Havoc on Stocks Outside the AI Trade

Rising Yields Are Wreaking Havoc on Stocks Outside the AI Trade — Live Feedhttps://www.live-feeds.com/feed/rising-yields-are-wreaking-havoc-on-stocks-outside-the-ai-tradeContinuously updated, source-cited coverage. Rising Treasury Yields Pressure Non-AI Stocks as 10-Year Hits 5.34%https://www.live-feeds.com/feed/rising-yields-are-wreaking-havoc-on-stocks-outside-the-ai-tradehttps://www.live-feeds.com/feed/rising-yields-are-wreaking-havoc-on-stocks-outside-the-ai-trade#u104548Tue, 06 Oct 2026 00:36:36 +0000U.S. Treasury yields have reached multi-decade highs, with the 10-year yield hitting 5.34%, the highest level since 2002. While AI-driven megacap tech stocks maintain the resilience of headline indexes like the S&P 500, rising yields are causing a selloff in other equity sectors. Equal-weight S&P 500 prices have fallen alongside 10-year note futures since August, indicating a lack of market breadth. Traders are currently debating when the bond selloff will cause broader pain for the overall U.S. stock market.Why it mattersBond yields typically compete with stocks for investor capital,