Rising Treasury Yields Threaten AI Stock Rally as 30-Year Rate Hits 5% on May 16

According to Jin10, on May 16, analysts warned that rising Treasury yields could threaten the AI stock rally if long-term U.S. Treasury rates continue climbing. Multiple strategists flagged 5% as a critical level for 30-year Treasury yields, with France’s Societe Generale identifying this as the “danger zone” for AI stocks. Strategists noted that elevated rates affect AI capital expenditure costs and government deficit financing, potentially weighing on equity valuations and household wealth.