How rising yields reprice long-duration AI multiples, no matter the news Japan yields 40-yr high, BoJ ahead Oil above $80 feeds inflation fears discount-rate channel same rate hits every long-duration name AMD AVGO INTC ADI AMD, AVGO, INTC and ADI de-rate NVDA flat, MRVL jump is outlier Fed / yield path stall vs extend yields stall Fed done de-rating pauses compression eases de-rating continues MOU can't stop it Mexico MOU Secihti, same day no path to the selloff