🔥 AI STOCKS ARE FACING A NEW MACRO TEST Wednesday's selloff wasn't just about geopolitics. Oil surged nearly 4%, Treasury yields moved higher, and renewed US–I

🔥 AI STOCKS ARE FACING A NEW MACRO TEST Wednesday's selloff wasn't just about geopolitics. Oil surged nearly 4%, Treasury yields moved higher, and renewed US–Iran tensions added another layer of uncertainty. That combination matters for AI. Higher yields can compress valuations even when the long-t…