# AI infrastructure stocks — X 热门讨论 (2026-09-25 05:16 UTC)
## @MarioNawfal (Mario Nawfal) · 09-24 20:40 · ♥33 ↻9 💬5 🇺🇸 The U.S. 10-year Treasury yield just recorded its largest one-day increase in 17 months, despite no obvious single catalyst.
At the same time, there's fresh trouble around major AI infrastructure projects and weakness in related stocks.
“𝘐𝘴 𝘵𝘩𝘪𝘴 𝘵𝘩𝘦 𝘣𝘦𝘨𝘪𝘯𝘯𝘪𝘯𝘨 𝘰𝘧 𝘵𝘩𝘦 𝘈𝘐 𝘣𝘶𝘣𝘣𝘭𝘦 𝘣𝘶𝘳𝘴𝘵𝘪𝘯𝘨, 𝘱𝘦𝘳𝘩𝘢𝘱𝘴? 𝘐 𝘥𝘰𝘯’𝘵 𝘬𝘯𝘰𝘸, 𝘣𝘶𝘵 𝘐 𝘸𝘰𝘶𝘭𝘥𝘯’𝘵 𝘣𝘦 𝘴𝘶𝘳𝘱𝘳𝘪𝘴𝘦𝘥.”
Add record-high diesel prices and we have an increasingly strange combination:
expensive energy, rising borrowing costs and questions around the investment boom that has helped carry markets.
@WeTheBrandon > 引用 @MarioNawfal: 🇺🇸🇮🇷 A report suggesting Iran could shelve proposed Hormuz transit fees while retaining control of the strait sent oil prices down several dollars.
Brandon noticed something else: the reaction wasn’t nearly as dramatic as it once would have been.
“𝘛𝘩𝘦𝘳𝘦 𝘸𝘢𝘴 𝘢 𝘵𝘪𝘮𝘦 𝘵𝘩𝘪𝘴 𝘴𝘶𝘮𝘮𝘦𝘳 𝘸𝘩𝘦𝘳𝘦... 𝘪𝘵 𝘸𝘰𝘶𝘭𝘥 𝘩𝘢𝘷𝘦 𝘣𝘦𝘦𝘯 𝘭𝘪𝘬𝘦 𝘢 $10 𝘰𝘳 $20 𝘥𝘳𝘰𝘱. 𝘕𝘰𝘸 𝘪𝘵’𝘴 𝘭𝘪𝘬𝘦 𝘢 𝘧𝘦𝘸 𝘣𝘶𝘤𝘬𝘴.”
He compares it to antibiotic resistance.
After months of negotiations, breakthroughs, reversals and renewed escalation, markets may be learning to discount another headline suggesting a deal is close.
@WeTheBrandon https://x.com/MarioNawfal/status/2103222986706964554