Rising treasury yields threaten an AI stocks rebound after the 5% 30-year rate hit 5% on May 16. According to Jin10, on May 16, analysts warned that if long-term U.S. Treasury yields keep moving higher, rising U.S. Treasury yields could threaten the AI stocks rebound rally. Several strategists noted that 5% is a key level for the 30-year Treasury yield, with Societe Generale of France identifying it as a “danger zone” for AI stocks. Strategists said higher interest rates would affect AI’s capital expenditure costs and government deficit financing, potentially putting pressure on equity valuations and household wealth.