Drabovich's "danger zone" is not a scare tactic; when capital expenditures and credit costs tighten, the cash flow of AI stories will need to be recalculated.

ME News Report, May 16 (UTC+8), investors are feverishly chasing the surge in tech stocks and AI stocks, but the market generally acknowledges that rising bond yields could cause the stock market to deviate from its trajectory. Most respondents pointed out that if the 30-year U.S. Treasury yield remains steadily above 5%, it would trigger problems for AI stocks. Alexandre de La Boivie, Chief Investment Officer of Societe Generale Wealth Management, called this the "danger zone" for the stock market. Kevin Tozer of Caminia Investment Committee said that long-term U.S. bond yields are at a critical intersection affecting AI capital expenditure and private credit financing costs. It will influence the financing costs of government deficits and may have an "adverse impact" on residents' wealth. Benoit Pelouie, Chief Investment Officer of Natixis Wealth Management, stated, "Although market sentiment is bullish, interest rates are still rising." He warned that if yields