Episode Details

The bond market is sending a warning—and Big Tech is no longer moving as one trade.

In this episode of Market Pulse, we break down the growing divide across the technology sector as Treasury yields climb to levels not seen since 2007. Some earnings winners are still being rewarded, but elevated rates are exposing stretched valuations, punishing weaker guidance, and forcing investors to become far more selective.

We examine what the surge in yields means for equity multiples, why leadership inside the Nasdaq is narrowing, and whether the market is approaching a broader valuation reset.

The key moves, the risks beneath the surface, and what investors should watch next.

Disclosure: This podcast is for informational and educational purposes only and should not be considered investment advice. Markets involve risk, and listeners should conduct their own research or consult a financial advisor before making investment decisions.