WALL STREET — AI VS. RATES Stocks are getting some relief as softer inflation pushes Treasury yields lower, but the 10-year yield remains high enough to keep pr

WALL STREET — AI VS. RATES Stocks are getting some relief as softer inflation pushes Treasury yields lower, but the 10-year yield remains high enough to keep pressure on valuations. My focus remains: $NVDA — AI compute $MU — HBM & memory $AVGO — AI networking $VRT — power & cooling $ANET — data-cent…