Strong earnings are colliding with rising yields. Is AI really immune?
Profits tied to AI spending keep growing, but Treasury yields are near multi-decade highs. Last week showed that AI stocks are not shielded from the cost of borrowing.
Two things are happening in the stock market at once, and they pull in opposite directions. Companies, especially in tech and energy, keep reporting strong profits. At the same time, the cost of borrowing keeps climbing. How those two forces settle will matter for the next few weeks of earnings.
Start with the profits. According to a Dow Jones report published Oct 19, 2026, strong earnings…
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