The bond market just turned on the AI trade — and chip stocks lost more than $650 billion in two days: Chart of the Day

Traders pricing in a Fed rate hike just took away the AI trade's bond market cushion.

Nov 14, 2026 - 15:00
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The bond market just turned on the AI trade — and chip stocks lost more than $650 billion in two days: Chart of the Day
Traders pricing in a Fed rate hike just took away the AI trade's bond market cushion.

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