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

MarketWatch· Joseph Adinolfi· Oct 18, 2026 · 1:00 PM
Stocks are heading for a high-stakes showdown, as strong earnings collide with rising borrowing costs

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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