Bloomberg: AI remains market focus despite rising yields environment

Investors continue to prioritize AI infrastructure and software plays even as treasury yields climb, reflecting sustained conviction that AI capex and adoption cycles will outpace macro headwinds. Equity markets are repricing the duration and magnitude of AI-driven cash flows as higher rates shift the calculus but not the trajectory.

For enterprise buyers, this environment sustains vendor growth narratives and capital allocation toward inference, fine-tuning, and RAG stacks. Expect sustained pricing pressure on traditional software and continued competition for enterprise AI wallet share.