WS #14304
Global bond yields hit multi-decade highs; 30-year US Treasury at 5.327%, pressuring growth stocks and REITs. Nvidia guarantees up to $105B for OpenAI's Ohio data center, investing $1.5B in SB Energy; reinforces AI capex cycle. Micron and Marvell down premarket on AI memory concerns; Fabrinet tumbles despite beat on softer Q1 guidance.
Global bond selloff
Global bond yields hit multi-decade highs; 30-year US Treasury at 5.327%, pressuring growth stocks and REITs.
Nvidia guarantees up to $105B for OpenAI's Ohio data center, investing $1.5B in SB Energy; reinforces AI capex cycle.
Micron and Marvell down premarket on AI memory concerns; Fabrinet tumbles despite beat on softer Q1 guidance.