U.S. 10-Year Treasury Hits 5.0% as Global Bond Repricing Raises AI Infrastructure Costs
The 10-Year U.S. Treasury yield has risen to 5.0% from 4.31%, while Japan's 10-Year Government Bond yield climbed to 2.641% from 2.478%. The synchronized move signals a global repricing that raises borrowing costs for capital-intensive AI infrastructure, compressing valuations tied to long-duration cash flows heading into H2 2026.
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