May 20. 2026 - Stocks Rebound, But Rising Yields Keep the AI Trade on Edge

Today’s market delivered the kind of move that keeps investors guessing: stocks staged a recovery, but the bond market continued to send a very different message. In this episode of Market Pulse, we break down the rebound in equities, the pressure from rising yields, and why the AI infrastructure trade may be more vulnerable to higher-for-longer rates than many investors realize.The key question: was today’s stock bounce a sign of resilience — or just another relief rally inside a tightening financial backdrop?We cover what the move in yields means for growth stocks, leveraged business models, AI infrastructure spending, and the broader market narrative heading into the next phase of the cycle.Disclosure: This podcast is for informational and educational purposes only and should not be considered investment advice or a recommendation to buy or sell any security.