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According to Golden Ten Data on May 16, investors are fervently chasing the surge in technology and AI stocks, but it is also widely acknowledged in the market that rising bond yields could knock the stock market off track. Most respondents indicated that if the 30-year U.S. Treasury yield remains steadily above 5%, it would pose issues for AI stocks. Alexandre Drabowitch, Chief Investment Officer at Société Générale Private Wealth Management, described this as the "danger zone" for the stock market. Kevin Thozet of Carmignac's Investment Committee noted that long-term U.S. Treasury yields sit at a crucial intersection for AI capital expenditure and private credit financing costs. This impacts government deficit financing costs and could have an "adverse effect" on household wealth. Benoit Pelouey, Chief Investment Officer at Natixis Wealth Management, stated: "Although bullish sentiment in the stock market is strong, rates are still climbing." He warned that if yields continue to rise, the market could face a "reality check."

According to monitoring by 动察 Beating, Reuters reports that AI infrastructure provider Argentum AI announced it has signed an agreement worth approximately $2.5 billion with cloud gaming platform Boosteroid and real estate company DL Invest Group to build a 300 MW data center in Europe. Under the agreement, Argentum will deploy GPU (graphics processing unit) infrastructure in this data center, which is expected to use tens of thousands of next-generation GPUs in the future, including Nvidia's Blackwell system. This deal will become one of the largest independent AI infrastructure projects in Europe. Currently, the technology industry is accelerating the race for computing resources to meet surging AI demand, fueling the rapid rise of independent infrastructure providers like Argentum.

According to Odaily, monitoring by Lookonchain shows that a whale suspected to be related to BIT has increased its ETH long positions during the market downturn. This whale has previously realized $59 million in profits and currently holds 114,160 ETH long positions through 4 wallets, with a position value of $248.65 million and an unrealized loss of $10.3 million.