Wealthion · Tuesday, August 4, 2026
Jesse Felder asserts that the stock market's reliance on the AI economy makes it dependent on the health of the bond market. He believes that rising interest rates could pose significant problems for financing the build-out of data centers and the broader AI infrastructure.
“We're financing the build out of, you know, the data centers and the stock market has become entirely dependent on the health of the AI economy.”
“So, I I really do think that is kind of the thing to keep the closest eye on because if yields do really start spiking higher, um, you know, it obviously creates problems for for equities in terms of, uh, you know, just the relative value of of equity prices, but also financing this AI build out, which has become so important, like I said, to the broader economy and market.”