Rising US Treasury yields pressure AI infrastructure stocks
The 10-year Treasury yield climbed to about 5.34%, shrinking the present value of future AI profits. On Oct. 15, CoreWeave and Oracle shares fell as their credit-default-swap costs surged amid debt-risk concerns.
- 10-year Treasury yield rose to ~5.34% in early October 2026
- CoreWeave and Oracle CDS costs surged on Oct. 15 as shares fell
- Upcoming earnings will test whether AI revenue justifies capex
- Highly leveraged AI infrastructure firms face the sharpest pressure
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