According to CNBC, Jim Cramer said a handful of artificial intelligence leaders are obscuring the strain from surging Treasury yields, creating an unusual gap between stocks and bonds. He said the Nasdaq Composite rose about 1% to a record close Monday and the S&P 500 gained 0.66%, even as the 10-year Treasury yield climbed above 5.34% and the 30-year yield approached 5.7%. Cramer said Meta, Microsoft and Nvidia helped drive the rally, with Meta up 1.9%, Microsoft up 1.5% and Nvidia up 2.1% for its first record close since May. He said Nvidia’s chips are producing strong returns for customers, Microsoft is benefiting from improved sentiment around its Copilot AI assistant and Meta is gaining on enthusiasm for its Muse personal agent app. Cramer also said the continued sell-off in Treasurys may reflect heavy government borrowing, demand for funding data center projects or hedge fund short positions, and he said the bond market may offer a better guide to where Wall Street is headed.