Sam Goldfarb

The yield on the 10-year U.S. Treasury note slipped below 5% in midday trading, marking a fairly quick return after climbing above that threshold in late September and nearly reaching 5.4% two weeks ago. Yields, which fall when bond prices rise, have dropped sharply as investors have fled from tech

The vast amount of capital needed to fund the artificial-intelligence build-out is forcing tech giants to hunt for ever-larger sums of cash—and Wall Street is raising a bright red flag.

The tech-heavy Nasdaq fell 2.6%, while Treasury yields posted its biggest drop since 2023.

The vast amount of capital needed to fund the artificial intelligence build-out is forcing tech giants to hunt for ever-larger sums of cash – and Wall Street is raising a bright red flag.

Tech stocks might be stabilizing today after Thursday’s selloff, but the bonds of AI-related companies are continuing to struggle. The extra yields, or spreads, that investors demand to hold the bonds of Oracle, SpaceX and Meta Platforms are up again on Friday—extending their sharp gains over the p

Stocks and long-term bond yields edged higher after Wall Street read Fed Chairman Kevin Warsh as hesitant to hike aggressively.

The Federal Reserve is in a holding pattern. And so are markets.

Microsoft is finally joining the party. The tech giant is moving today to issue at least $25 billion in new bonds, according to investors, finally joining its peers in using debt to fund its AI buildout. Though other so-called hyperscalers like Alphabet, Amazon and Meta have been repeatedly coming

U.S. Treasurys are again serving as a refuge for investors worried about the durability of the AI trade. Treasury yields, which move in the opposite direction of bond prices, briefly ticked higher after Microsoft announced a jumbo-sized bond sale, its first since 2017. But they quickly reversed dir

Disappointing earnings from Intel and Amazon have spurred a late-afternoon rally in Treasurys. Yields, which fall when bond prices rise, fell modesty earlier in the day but took another sharp leg down after the earnings reports. Investors in recent weeks have sometimes flocked to the safety of