Four-Year Bull Market Driven by AI Trade Faces Breadth and Valuation Hurdles
The U.S. stock market marked the fourth anniversary of its current bull cycle on Monday, propelled by massive gains across artificial intelligence hardware leaders.
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Treasury Counselor Zervos Sees Bond Yields Cooling as AI Borrowing and Energy Shocks Subside
David Zervos, counselor to Treasury Secretary Scott Bessent, stated that U.S. Treasury yields should decline from 24-year highs as the market absorbs rate increases, energy price spikes, and heavy corporate borrowing for artificial intelligence infrastructure.
Fed Minutes Signal One More Rate Hike in 2026 as Yields Surge
Federal Reserve policymakers expect to raise benchmark interest rates once more before the end of 2026 to counter persistent inflation, according to meeting minutes reported by CNBC Business.
S&P 500 Reaches All-Time High Powered by Tech Mega-Caps and AI Spending
The S&P 500 reached an intraday record of 7,844.52 on Tuesday, driven by mega-cap technology equities and massive infrastructure investments despite persistent macroeconomic pressures.
