Sunday, September 13, 2026

Investment Markets

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2-Year Treasury Yield Hits 16-Month High, Triggering AI Platform Selloff

The US 2-Year Treasury yield surged to a 16-month high on June 5, triggering a coordinated selloff across FANG+ names including Meta, Microsoft, Alphabet, NVIDIA, and Broadcom. Rising short rates compress terminal value assumptions for duration-sensitive AI platform stocks. A further 25-50 basis point move could accelerate rotation into value and income sectors.

LM Salvado•Jun 9, 2026

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What we're seeing

AI Capital Keeps Flowing as Enterprise Adoption and Government Contracts Validate the Bet

A late-August surge of nine-figure funding rounds (Socure, Stability AI, Generalist AI, Gatik, Regent Craft, Emerald AI, Owner) shows venture capital still pouring into AI infrastructure, identity/fintech, and autonomy, even as public-market sentiment stays jumpy — Palantir's stock fell 6% the same week it landed the Army's TITAN contract. UiPath's raised guidance and strong Q2 results, alongside efficiency breakthroughs like Multiverse Computing's model compression, point to real enterprise monetization catching up to the funding hype.

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Signals we're tracking

EPKINLY Regulatory-Clinical Success Cascade

High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.

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Where sources disagree

JPMorgan Chase & Co.

Both facts record the same attribute (net_income) for JPMorgan Chase & Co. in the identical fiscal period (Q1 2026) and observation date (2026-03-31), but report values that differ by approximately 1 billion times: $16,494,000,000 vs $16.49. These cannot both be true simultaneously. The discrepancy suggests either a unit mismatch (e.g., one is total net income, the other earnings per share mislabeled as net_income), a decimal point error, or data entry corruption. For the same entity, attribute, and time period, only one value can be correct.

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