$SOXS (Direxion Daily Semiconductors Bear 3X),
$MSTZ (T-Rex 2X Inverse MSTR Daily Target ETF), $TECS (Direxion Daily Technology Bear
2. 10-Year Treasury Yield OutlookIt will stay near 4.7%. Ongoing Treasury issuance pressures and sticky inflation keep yields supported well above 4.5%, but strong institutional buying interest near recent multi-month peaks will likely cap the 10-year note from breaking cleanly above the psychological 5.0% threshold over the next 30 days.
3. Biggest Threat to AI StocksRising yields are the primary threat because higher long-term discount rates mechanically compress the extended forward price-to-earnings multiples required to justify aggressive AI capital expenditures
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