Siebert CIO Explains How AI Growth Stocks Can 'Outrun the Avalanche' as 10-Year Yields Hit 5.3%

With 10-year U.S. Treasury yields reaching 5.3%, Siebert Chief Investment Officer Mark Malek joined TheStreet's Woods Cline to break down why select AI growth stocks have the structural earnings power to outrun bond market pressure.
Malek detailed a three-tier technology framework for navigating rising interest rates, pointing to pullback buying opportunities in semiconductor leaders Nvidia ($NVDA) and Micron Technology ($MU).
The discussion also highlighted growing macro headwinds facing consumer discretionary names, outlining which consumer-facing stocks investors should avoid as higher yields continue to tighten financial conditions.