Why Falling Treasury Yields Could Send AI And Technology Stocks Higher
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This report is about AI and big tech and US interest rates.
Directly affected
- No company is named in this report.
Indirectly affected
- QQQ Invesco QQQ-3.3% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- AIQ Global X Artificial Intelligence & Technology ETF-0.0% 18d
Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- TLT iShares 20+ Year Treasury Bond ETF-1.6% 30d
iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “treasury yields” (US interest rates) in this story.
- JPM JPMorgan Chase+0.2% 30d
JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “treasury yields” (US interest rates) in this story.
- BAC Bank of America-11.5% 30d
Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “treasury yields” (US interest rates) in this story.
- MSFT Microsoft+1.8% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- GOOGL Alphabet-20.6% 30d
Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- AMZN Amazon.com-3.6% 30d
Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| QQQ | +0.56% | -2.36% | base | +0.61% | -0.80% | -4.25% | -5.55% |
| AIQ | +0.50% | -2.20% | base | +1.09% | -1.18% | -5.65% | -7.22% |
| TLT | -1.71% | -0.37% | base | -0.77% | -0.12% | +0.26% | +0.09% |
| JPM | -0.20% | -1.26% | base | +1.03% | +2.22% | +0.41% | +1.46% |
| BAC | +0.28% | -0.24% | base | +0.41% | +1.20% | -1.30% | -2.18% |
| MSFT | +0.23% | -1.36% | base | +0.12% | -0.22% | -1.81% | -4.62% |
| GOOGL | +4.40% | -0.12% | base | +1.49% | -11.55% | -12.69% | -12.96% |
| AMZN | +3.64% | -2.04% | base | +0.61% | -3.71% | -5.06% | -2.93% |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Why Falling Treasury Yields Could Send AI And Technology Stocks Higher Yahoo Finance
Source: Yahoo Finance
This story
| Company | When | Move | Status |
|---|---|---|---|
| AIQ | that day | +1.09% | final price |
| AIQ | the next day | -1.18% | final price |
| AIQ | two days later | -5.65% | final price |
| AIQ | three days later | -7.22% | final price |
| AIQ | three days earlier | -2.20% | final price |
| AIQ | five days earlier | +0.50% | final price |
| AMZN | that day | +0.61% | final price |
| AMZN | the next day | -3.71% | final price |
| AMZN | two days later | -5.06% | final price |
| AMZN | three days later | -2.93% | final price |
| AMZN | three days earlier | -2.04% | final price |
| AMZN | five days earlier | +3.64% | final price |
| BAC | that day | +0.41% | final price |
| BAC | the next day | +1.20% | final price |
| BAC | two days later | -1.30% | final price |
| BAC | three days later | -2.18% | final price |
| BAC | three days earlier | -0.24% | final price |
| BAC | five days earlier | +0.28% | final price |
| GOOGL | that day | +1.49% | final price |
| GOOGL | the next day | -11.55% | final price |
| GOOGL | two days later | -12.69% | final price |
| GOOGL | three days later | -12.96% | final price |
| GOOGL | three days earlier | -0.12% | final price |
| GOOGL | five days earlier | +4.40% | final price |
| JPM | that day | +1.03% | final price |
| JPM | the next day | +2.22% | final price |
| JPM | two days later | +0.41% | final price |
| JPM | three days later | +1.46% | final price |
| JPM | three days earlier | -1.26% | final price |
| JPM | five days earlier | -0.20% | final price |
| MSFT | that day | +0.12% | final price |
| MSFT | the next day | -0.22% | final price |
| MSFT | two days later | -1.81% | final price |
| MSFT | three days later | -4.62% | final price |
| MSFT | three days earlier | -1.36% | final price |
| MSFT | five days earlier | +0.23% | final price |
| QQQ | that day | +0.61% | final price |
| QQQ | the next day | -0.80% | final price |
| QQQ | two days later | -4.25% | final price |
| QQQ | three days later | -5.55% | final price |
| QQQ | three days earlier | -2.36% | final price |
| QQQ | five days earlier | +0.56% | final price |
| TLT | that day | -0.77% | final price |
| TLT | the next day | -0.12% | final price |
| TLT | two days later | +0.26% | final price |
| TLT | three days later | +0.09% | final price |
| TLT | three days earlier | -0.37% | final price |
| TLT | five days earlier | -1.71% | final price |
Congressional trades in the stocks in this story
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM) (held by a spouse), worth $15,001 - $50,000 on 4 Sep 2026. That is 54 days before publication. Filed 1 Oct 2026. View the filing.
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM), worth $15,001 - $50,000 on 4 Sep 2026. That is 54 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Jpmorgan Chase (JPM) (held by a spouse), worth $100,001 - $250,000 on 27 Aug 2026. That is 62 days before publication. Filed 4 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Bank Of America (BAC) (held by a spouse), worth $1,001 - $15,000 on 9 Sep 2026. That is 49 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Laurel Lee sold Bank Of America (BAC) (held by a spouse), worth $50,001 - $100,000 on 24 Aug 2026. That is 65 days before publication. Filed 16 Oct 2026. View the filing.
- Rep. Pete Sessions sold Microsoft (MSFT) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 26 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 28 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 30 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 44 days before publication. Filed 18 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Alphabet (GOOGL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 54 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Thomas H. Kean Jr sold Alphabet (GOOGL), worth $1,001 - $15,000 on 27 Aug 2026. That is 62 days before publication. Filed 12 Sep 2026. View the filing.
- Rep. Pete Sessions sold Amazon Com (AMZN), worth $15,001 - $50,000 on 27 Oct 2026. That is 1 days before publication. Filed 27 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100
“Why Falling Treasury Yields Could Send AI And Technology Stocks Higher” scores 12 out of 100. The score uses 1 sources.