Bond Markets Are Hitting Pause on the AI Capital Story

I noticed an interesting detail: this CNBC report doesn't mention any AI chip company's stock plunging, nor does it quote any tech CEO's optimistic predictions. Instead, it focuses on the bond market—that usually silent, slow-moving corner that speaks through yield curves. When one market starts getting anxious about another market's capital expenditure budgets, rather than being excited about the technology itself, it often signals that a turning point is approaching.