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Stocks are heading for a high-stakes showdown, as strong earnings collide with rising borrowing costs

Trade Hub UK briefing (2026-10-18): Stocks are heading for a high-stakes showdown, as strong earnings collide with rising borrowing costs The idea that the AI trade has been mostly immune to… Primary source: original at MarketWatch (marketwatch.com).

Stocks are heading for a high-stakes showdown, as strong earnings collide with rising borrowing costs

The idea that the AI trade has been mostly immune to rising bond yields isn’t quite right, one strategist notes.

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