(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) is getting all the oxygen right now, but here's what people aren't saying: it's not the AI outcome that breaks the market—it's what rising yields do to the balance sheets funding it. NVDA has $11.5B in cash against $8.5B in debt. MSFT sits prettier at $11.5B cash and $8.5B debt.

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