WALL STREET — YIELDS ARE THE REAL TEST The market is fighting through another macro pressure point. The 10Y Treasury yield briefly pushed above 5.3%, while Bren

WALL STREET — YIELDS ARE THE REAL TEST The market is fighting through another macro pressure point. The 10Y Treasury yield briefly pushed above 5.3%, while Brent crude remains around $100. That combination keeps pressure on equity valuations. But AI and software leadership hasn’t disappeared. My foc…