AI STOCK SELL - OFF GIVES INVESTORS A NEW PLACE TO HIDE : TREASURY BONDS

What happened: A Thursday drop in chipmakers came with a 10-basis-point fall in the 10-year Treasury yield, reviving the Treasury safety trade after a 2026 stretch when stocks and bonds fell together. Key numbers: Chipmakers on pace for their worst week in three months; 1% decline; 10-basis-point drop in the 10-year Treasury yield. Why it matters: The move suggests the old stock-to-Treasury hedge may be returning, though one day is not a trend. CoreWeave's distressed bonds show AI-linked credit concerns remain.

AI stock sell-off drives investors to Treasury bonds as safe-haven alternative.

AI stock sell-off drives investors to Treasury bonds as safe-haven alternative. — impact context not separately stored; see What changed.