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Stocks are heading for a high-stakes showdown, as strong earnings collide with rising borrowing costs

Marcus Chen
Managing Editor · Monday, October 19, 2026 at 11:53 AM · 1 min read
Stocks are heading for a high-stakes showdown, as strong earnings collide with rising borrowing costs — MarketWatch, Sydney Technology news
Image: MarketWatch

The idea that the AI trade has been mostly immune to rising bond yields isn’t quite right, one strategist notes.

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