Reported Earlier, Fed's Waller Says From What I'm Hearing From Hyperscalers, They're Still Planning On Spending Trillions Of Dollars Over The Next Three Years; AI Buildout Definitely Having An Impact On Yields; If AI Investment Falls Off, That Will Put A Check On Price Gains; Rise In Yields Is A Factor Of Real Growth; Inflation Expectations Are Well Anchored; Safety Premium Of U.S. Treasuries Is Gone