Strategy Stocks Fall Amid Inflation Concerns

Strategy (MSTR) shares plummeted 5.6% in afternoon trading due to rising concerns over inflation, triggered by a sharp increase in benchmark Treasury yields and surging crude oil prices.

The 10-year U.S. Treasury yield reached a 20-month high near 4.79%, according to CNBC, following U.S.-Iran strikes around the Strait of Hormuz.

This surge in long-end yields has significant implications for SaaS valuations, which often rely on cash flows expected far into the future.