RISING YIELDS THREATEN THE AI SPENDING BOOM Wolfe Research warns that rising long-term interest rates could put pressure on AI investment and highly leveraged stocks. Hyperscalers increasingly rely on debt markets to finance massive AI spending, making higher borrowing costs a growing risk. Wolfe expects continued market volatility as investors watch Nvidia earnings, inflation data and Fed Chair Kevin Warsh. With US debt already at record levels, keeping long-term rates under control is becoming increasingly important.(*Walter Bloomberg)