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June 8, 2026 - Five Percent Yields Test the Semiconductor Rally
Five percent yields are back in focus — and the market is being forced to reconcile tighter financial conditions with another powerful semiconductor-led rally.
In this episode of Market Pulse, we break down the tension between rising rates, resilient risk appetite, and the continued momentum in AI and chip stocks. With yields pressuring valuations and semiconductors still acting as a major engine for market sentiment, investors are facing a key question: can the rally broaden, or is leadership becoming too concentrated?
We also discuss what higher yields mean for equities, why the…
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