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Commentary

Opinion takes from our editorial desk.

2 articles

Higher yields are finally a real problem for crowded growth trades

Rising Treasury yields have stopped being background noise for the market’s most crowded growth names. With the 10-year at 4.631%, the 30-year above 5%, and AI leaders still priced for near-perfect execution, duration risk is starting to bite where positioning is most crowded.

May 21, 2026·5 min read

AI Valuation Treasury Yields

Opinion

The AI trade is no longer just Nvidia — the power stack is where the next winners sit

AI demand is still real, but this week’s tape says the market is starting to care less about who sells the chips and more about who can power, cool, and house them. After Nvidia’s strong-but-muted print, the sharper signal came from infrastructure deals tied to electricity, grid capacity, and data-center buildout.

May 21, 2026·5 min read

AI Data Centers Utilities

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