Fears of an AI bubble spurred safe-haven buying, pushing U.S. Treasury yields to a three-week low.

US September CPI rose 0.6% month-over-month and 3.7% year-over-year, both exceeding expectations, yet Treasuries saw no sell-off. On Thursday, the US 10-year Treasury yield fell as much as 8.4 basis points to 5.105%, hitting a three-week low. Ongoing declines in AI tech stocks and rising associated credit risks drove capital back into Treasuries, outweighing rate-hike fears sparked by hotter inflation. Market concerns are spreading from overvalued AI stocks to the debt financing model for data c

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