Rockefeller's Ruchir Sharma Warns AI Bubble Could Burst as 10-Year Yield Tops 5%

Ruchir Sharma, chairman of Rockefeller International, warned that rising Treasury yields could derail the AI boom, calling 5% on the 10-year yield a danger zone. Yields are now around 5.2%, above that threshold.

• Sharma called 5% on the 10-year Treasury yield a danger zone for the AI trade
• Yields have already moved above that level to about 5.2%
• Sharma chairs Rockefeller International and founded Breakout Capital