THE $220B TECH DEBT TRAP: Why Bond Yields Just Exploded!

The S&P 500 just crossed 7,800 to hit fresh record highs, but one floor down, the U.S. Treasury was forced to pay the highest 30-year borrowing cost in a quarter of a century. In today's Wall Street Truthbomb, Chief Investment Officer Mark Malek reveals how Big Tech's massive $220 Billion corporate borrowing spree is directly competing with Washington for capital and crowding out everyday borrowers.Mark breaks down the shadow data inside Thursday's Treasury auction, where 30-year yields surged to 5.22% as foreign demand dropped from 78% to below 67%. Discover how Big Tech hyperscalers printing hundreds of billions in bonds to fund AI data centers and power infrastructure are driving 30-year real yields to 18-year highs of 3%, why equity risk premiums are thinning at record stock valuations, and why your mortgage rate isn't following cooling inflation headlines.CHAPTERS & OUTLINE:The 7,800 S&P 500 Record High vs. The Hidden Bond WarningThe 25-Year Bond Shock: 30-Year Treasury Yields Hit 5.22% at AuctionForeign Demand Drops: Overseas Bidders Fall Below 67%Shadow Data: Big Tech Hyperscalers Issue Over $200B in Corporate DebtSupply & Demand Collision: Private AI Infrastructure vs. Sovereign DebtThe 3% Real Yield Peak: 18-Year Highs and Equity Risk CompressionThe Consumer Impact: Why Mortgage Rates Are Trapped in the Mid-6% RangeToday's Wall Street Truthbomb: The High Cost of Capital CompetitionSubscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1Substack: https://substack.com/@wstruthbombsX: https://x.com/WSTruthBombsPatreon: https://www.patreon.com/wstruthbombsBlueSky: https://bsky.app/profile/wstruthbombs.bsky.socialTikTok: https://www.tiktok.com/@wstruthbombsTruthbombs videos are for informational and entertainment purposes only. The views expressed by Mark Malek or guests are their own and do not necessarily reflect those of Siebert Financial. These videos do not constitute investment advice, an offer to sell, or a solicitation to buy any securities. Past performance is not indicative of future results. Listeners and viewers should consult a qualified financial professional before making any investment decisions.#StockMarket #BondMarket #TreasuryYields #BigTech #ArtificialIntelligence #Economy #MarkMalek #WallStreetTruthbombs #MortgageRates #InvestingSupport the show