<div id="readability-page-1">Rally meets resistance: Record highs in the S&amp;P 500 were disrupted by spiking bond yields, triggering a broad tech sell-off and renewed inflation concerns. Yields keep climbing: Analysts see 10-year Treasury yields potentially reaching 4.75% as inflation expectations rise, pressuring both corporate and consumer borrowing. Tech’s narrow lead: Mega-cap tech stocks may regain market leadership, but concentration in AI-linked names leaves the rally vulnerable to sharp reversals.</div>

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<p>Rising bond yields are disrupting the S&P 500's record highs, leading to a tech sell-off and inflation concerns. Analysts predict 10-year Treasury yields could reach 4.75%, impacting corporate and consumer borrowing. While mega-cap tech stocks may regain leadership, their reliance on AI-linked names makes the rally susceptible to reversals.</p>

- Record highs in the S&P 500 faced disruption from rising bond yields, leading to a broad sell-off in tech stocks and renewed inflation concerns.  
- Analysts project 10-year Treasury yields could reach 4.75%, increasing pressure on corporate and consumer borrowing due to rising inflation expectations.  
- While mega-cap tech stocks might regain market leadership, their heavy reliance on AI-linked names makes the rally susceptible to abrupt reversals.

Rising bond yields threaten S&P 500’s record-breaking momentum