Stocks Fall as AI Worries Trigger Treasury Gains
THE SO WHAT
Public markets are starting to treat the AI trade as cyclical, not a one-way structural rerating—chipmaker drawdowns and safe-haven Treasury bids say expectations outran near-term fundamentals. If your 2026 plan assumes frictionless AI capex and buoyant multiples, build a downside case where funding tightens and hardware lead times normalize.
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