(https://www.marketwatch.com/story/a-looming-ai-disappointment-and-rising-yields-why-one-research-firm-is-hitting-the-brakes-on-u-s-stocks-4bfaa67b?mod=mw_rss_topstories) citing AI disappointment and rising yields—but that's last month's thesis. The real move is the bond market pricing in rate *cuts*, not hikes.

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