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Stocktwits Weekly Spread: What Shaped Treasury Yields And The Dollar This Week

U.S. Treasuries rallied in the week through Oct. 30 as a sharp pullback in AI-linked tech shares and wider corporate credit spreads drove safe-haven demand. Intel (INTC) slipped on soft Q4 guidance and Alphabet (GOOG, GOOGL) missed Q3 expectations, while the cost of insuring tech giants' debt against default hit record highs. The 10-year Treasury yield stayed below 5.00% for a second straight week, the 30-year was largely unchanged at 5.31%, and the 10-year/2-year spread rose 3 basis points to 0.33%. Companies have borrowed nearly $500 billion this year for AI projects, versus about $200 billion in all of 2025, and Oracle plans to cap upcoming capital infusions at $20 billion over the next few years.

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