10 September 2026qz.com

Bank of America Says Rising Bond Yields Aren’t Threat to AI Trade Yet

SigSignificance1.20SenSentiment+1.30EnvEnvironment0.00SocSocial0.00GovGovernance0.00

Bank of America’s analysts argue that fast-growing AI-sector profits have kept pace with stock-price gains, tightening rather than inflating valuation multiples. This, they say, lowers the sector’s sensitivity to climbing global bond yields. The bank notes that higher rates usually hurt growth stocks by raising the discount rate on future earnings, making extreme valuations harder to sustain.

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Bank of America says rising bond yields aren't a threat to AI trade yet (qz.com)

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