Monday links: here we are

MarketsSome signs of concern for the stock market. (traderfeed.blogspot.com)Is AI masking other problems for the stock market? (bonddad.blogspot.com)The VIX as measure of risk regimes. (mrzepczynski.blogspot.com)AIThe collective size of the bet on AI is huge. (mailchi.mp)The scale of the rally in semiconductors is stunning. (downtownjoshbrown.com)The NextEra-Dominion deal is, in part, about AI data centers. (cnbc.com)On the challenges of forecasting high growth rates. (mrzepczynski.blogspot.com)More AINo matter where you look today, AI is somehow involved. (theatlantic.com)Financial markets are full up with AI deals. (apollo.com)AI is a technology, not a product. (daringfireball.net)AI is not polling well. (axios.com)RatesThe 2-year Treasury is now trading above the Fed funds rate. (capitalspectator.com)The yield curve is steepening. (econbrowser.com)The FedJay Powell had an eventful eight years as Fed chair. (axios.com)A look at Jay Powell's legacy at the Fed. (newsletter.mikekoncz