10-year Treasury tops 5.20% as traders say this cycle is compute-bound, not oil
km · x · 2026-09-25
Geiger Capital flags the 10-year Treasury yield blowing through 5.20%, with the retweeter adding that smarter voices think this move is more about compute than oil — implying massive AI datacenter capex is pressuring long rates. A notable macro-meets-AI-infra signal.
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