AI Outperformance Amid a Rising Rate Backdrop: Nasdaq Outruns S&P While Small Caps Lag

from Alpha Casts - AI Market Intelligence

Tech-led strength lifted the Nasdaq-100 while rising Treasury yields and banking headwinds kept small caps and select cyclical sectors under pressure. The 10-year Treasury pierced 5%, shaping a market that’s simultaneously excited about AI and wary about higher-for-longer rates.

Episode metadata supplied by the publisher feed · Published Sep 14, 2026

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AI Outperformance Amid a Rising Rate Backdrop: Nasdaq Outruns S&P While Small Caps Lag

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