AI rally defies the 5% yield

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Semiconductors and the Nasdaq rise despite a 5.184% US 10-year yield; cheaper oil helps, but small caps, energy and bonds remain under pressure.

Tickers: ^GSPC,^IXIC,^DJI,^RUT,QQQ,SMH,META,QCOM,MSFT,NVDA,ORCL,XLE,CL=F,TLT

Topics: weekly market, stocks, AI, semiconductors, rates, oil, yields

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