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Amit Kukreja: Market holds near records despite 10-year yield spikes

Amit Kukreja: Market holds near records despite 10-year yield spikes
Market rallies in face of rising yields

Amit Kukreja, stock market analyst, observes that the market continues to hit all-time highs even as the 10-year yield spikes.

Kukreja highlights that the current market narrative is dominated by artificial intelligence capital expenditure, making high yields a secondary factor. He questions what could happen to stocks if yields eventually decline in 2027.

Earlier this year, Kukreja outlined how Apple led gains among the Mag 7 stocks, while Nvidia trailed closely behind. He also highlighted a division among retail investors, as some favored AI stocks like META and others opted for long-dated Oracle bonds with a 7% yield maturing in 2050. These previous observations provide context for Kukreja’s ongoing focus on technology trends and yield strategies.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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