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“Agent vs. U.S. Treasuries”—Who Will Dominate U.S. Equities?AI Agent The AI Agent wave drives a surge in Meta’s market capitalization 220000000000 USD, while U.S. Treasury yields weigh on small-cap stocks, pushing internal divergence in U.S. equities to an extreme. The S&P 500 is 7700 locked in a repeated tug-of-war at these points. Goldman Sachs warns that equity holdings need to hedge U.S. Treasury risk and advises watching catalysts for a market breakout.

Source: https://www.panewslab.com/zh/articles/01a0dbbc-4efe-7188-afb7-dd61da7d5166