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Saturday, Oct 24, 2026

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10 Year Treasury Yield Posts Biggest Drop Since 2023 SVB Collapse as $1.2T Tech Rout Deepens

huggingnews.comIndustry2h

The 10-year Treasury yield fell 0.193 percentage points to 4.952%, its largest drop since the 2023 SVB collapse, as an AI-driven tech selloff erased nearly $1.2 trillion from the Nasdaq 100.

Content history (2)
  • 2026-10-23 · Summary · vi · Replaced stored text
    Lãi suất trái phiếu kho bạc 10 năm ghi nhận mức giảm lớn nhất kể từ sụp đổ SVB năm 2023, …
    Lãi suất trái phiếu kỳ hạn 10 năm giảm 0,193 điểm phần trăm xuống 4,952% vào thứ Năm, mức…
  • 2026-10-23 · Title · vi · Replaced stored text
    Lãi suất trái phiếu kho bạc 10 năm giảm mạnh nhất kể từ sụp đổ SVB 2023 khi cú sụp mạnh c…
    Lãi suất trái phiếu kỳ hạn 10 năm giảm mạnh nhất từ sau sụp đổ SVB 2023 khi khủng hoảng c…
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Key sources

  1. SUPPORT@schuldensuehner“Oracle’s 5Y CDS tops 300bps, SpaceX exceeds 200bps, Meta hits a record 119bps as future spending commitments reach $825bn”x.com
  2. SOURCE@nicktimiraos“Thursday's 10-year Treasury yield decline of 0.193 percentage point (to 4.952%) is the largest single day yield decline since March 10, 2023, which is the day Silicon Valley Bank failed.”x.com
  3. SUPPORT@matthewstoller“Thursday's 10-year Treasury yield decline of 0.193 percentage point (to 4.952%) is the largest single day yield decline since March 10, 2023”x.com
  4. SUPPORT@bespokeinvest“Today was just the 13th trading day since 1990 where the S&P 500 fell 1%+ on positive breadth (more stocks up than down on the day).”x.com
  5. SUPPORT@stocksavvyshay“Meta is still AA-rated with ~$82B in cash and a massive ads business generating ~$250B annually giving it a much stronger credit profile so the recent spike could have more to do with banks hedging exposure to Meta's massive AI debt financing than actual default risk.”x.com
  6. SUPPORT@globalmktobserv“5-year credit default swaps (CDS) tied to Meta, $META, surged to a record 119.3 basis points on Thursday.”x.com
  7. SUPPORT@hedgiemarkets“Bond buyers are already looking at a wall of AI debt, with SpaceX shopping a $40 billion deal and Broadcom lining up $60 billion of chip financing for Anthropic.”x.com
  8. SUPPORT@nolimitgains“Oracle $ORCL has $638 BILLION in contracted future revenue. Roughly half of it is one customer: OpenAI. That's why the CDS market is now pricing close to a 1-in-4 chance of default over 5 years”x.com
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