Alexandra Semenova of @CharlesSchwab says relief in the bond market came with sacrifice in the AI trade. The biggest question facing the sector is how companies seeking funding to build out their AI endeavors will actually acquire the capital to do so. That said, Alexandra sees a run higher in equities long-term once midterm elections and the Fed's incoming interest rate decision pass. Treasury yields are still a safe haven for investors, says Collin Martin, even after the pullback across yields. He argues that lingering risks to equities set a compelling case for a deeper rally in yields.