---
title: "Concerns Arise Over AI Market Amid Rising Long-Term U.S. Bond Yields"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286860307.md"
description: "Concerns are rising in the AI market as long-term U.S. bond yields remain high, with the 30-year Treasury yield around 5%. This challenges tech giants like Nvidia, Microsoft, and Meta, whose valuations rely on expected interest rate cuts. Speculation about Kevin Warsh's leadership at the Federal Reserve raises concerns about continued balance sheet reduction, potentially pressuring long-term yields and tech valuations. The current economic climate suggests the Fed may not act quickly to alleviate market pressures from sustained high yields."
datetime: "2026-05-19T05:51:16.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286860307.md)
  - [en](https://longbridge.com/en/news/286860307.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286860307.md)
---

# Concerns Arise Over AI Market Amid Rising Long-Term U.S. Bond Yields

PANews posted on X (formerly Twitter). Concerns are mounting in the AI market as long-term U.S. bond yields remain elevated, with the 30-year Treasury yield hovering around 5%. This situation poses a challenge for tech giants like Nvidia, Microsoft, and Meta, whose valuations have been supported by the expectation of eventual interest rate cuts and Federal Reserve intervention during market downturns. The market's confidence has been based on two assumptions: that interest rates will eventually decrease and that the Federal Reserve will step in to stabilize the market if necessary. However, with Kevin Warsh's potential leadership at the Federal Reserve, there is speculation that the central bank may continue its balance sheet reduction, which could maintain pressure on long-term yields. If Warsh persists with quantitative tightening, the tech sector may face valuation pressures despite its strength. The current economic environment suggests that the Federal Reserve may not be in a hurry to provide market relief, leaving investors to navigate the challenges posed by sustained high yields.

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