---
title: "'AI bubble' could burst if 10-year Treasury moves above 5%, says Breakout Capital's Ruchir Sharma"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294555922.md"
description: "Ruchir Sharma, Breakout Capital founder, joins 'Squawk on the Street' to discuss how the credit market is impacting the AI trade, what it means for equities and much more."
datetime: "2026-07-31T21:04:41.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294555922.md)
  - [en](https://longbridge.com/en/news/294555922.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294555922.md)
generator: "portal-rs"
---

# 'AI bubble' could burst if 10-year Treasury moves above 5%, says Breakout Capital's Ruchir Sharma

Ruchir Sharma, Breakout Capital founder, joins 'Squawk on the Street' to discuss how the credit market is impacting the AI trade, what it means for equities and much more.

### Related Stocks

- [BND.US](https://longbridge.com/en/quote/BND.US.md)
- [SHV.US](https://longbridge.com/en/quote/SHV.US.md)
- [TLT.US](https://longbridge.com/en/quote/TLT.US.md)
- [BIL.US](https://longbridge.com/en/quote/BIL.US.md)
- [GOVT.US](https://longbridge.com/en/quote/GOVT.US.md)
- [AGG.US](https://longbridge.com/en/quote/AGG.US.md)
- [IEF.US](https://longbridge.com/en/quote/IEF.US.md)
- [SHY.US](https://longbridge.com/en/quote/SHY.US.md)
- [UBT.US](https://longbridge.com/en/quote/UBT.US.md)
- [TMF.US](https://longbridge.com/en/quote/TMF.US.md)
- [TBT.US](https://longbridge.com/en/quote/TBT.US.md)
- [TMV.US](https://longbridge.com/en/quote/TMV.US.md)
- [TBF.US](https://longbridge.com/en/quote/TBF.US.md)
- [TLTW.US](https://longbridge.com/en/quote/TLTW.US.md)
- [TSYW.US](https://longbridge.com/en/quote/TSYW.US.md)

## Related News & Research

- [Treasury yields hit 4.85% despite $6B buyback: Crypto faces fresh pressure ahead of FOMC](https://longbridge.com/en/news/298566670.md)
- [JGB futures edge lower, tracking declines in US Treasury market](https://longbridge.com/en/news/298380395.md)
- [JGBs fall, tracking declines in US Treasurys](https://longbridge.com/en/news/298518307.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**