Big Tech's $750 Billion AI Debt Binge Means Investors Now Have to Watch the Bond Market

On CNBC last week, Kate Rooney walked viewers through a number that should reframe how tech investors think about their portfolios.

24/7 Wall Street • 6 hours ago

Bonds Under Pressure Despite Oil Relief: 3-Minutes MLIV

Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

Bloomberg Markets and Finance • 17 hours ago

With Inflation Surging, Is a Bond ETF the Best Investment Right Now? Here's What History Suggests.

The odds of rate hikes are rising as inflation stays hot. Traditional bond ETFs will struggle, but inflation-protected bond ETFs could thrive.

The Motley Fool • Jun 19, 2026

It's a Regime-Shift for US Real Yields: 3-Minutes MLIV

Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

Bloomberg Markets and Finance • Jun 19, 2026

Why Retirees Collecting 4.77% From BLV May Be Settling For Less Than Treasury Bills Offer

The Vanguard Long-Term Bond ETF (NYSEARCA:BLV) is the kind of fund retirees gravitate toward: a long-duration, investment-grade bond index ETF that has paid a monthly distribution for 230 consecutive months since May 2007.

24/7 Wall Street • Jun 18, 2026

AI Data Center Bonds Are Being Priced As Project Finance At Last

There is an old rule in lending that a name on the door is worth less than a claim on the cash. Bond investors who spent two years buying data-centre debt on the strength of the tenant rather than the structure are now relearning it.

Forbes • Jun 18, 2026

AI Trade Is Moving From Nvidia To The Bond Market

For the past two years, the easiest way to play artificial intelligence was to buy the companies building the technology. NVIDIA Corp. (NASDAQ:NVDA) became the face of the AI boom as hyperscalers raced to buy graphics processing units, build data centers and expand computing capacity.

Benzinga • Jun 18, 2026

REITs: Cheap, Unloved, And Finally Showing Life

REITs have refused to break in 2026 despite oil-driven inflation pressure, rising Treasury yields, and a Fed narrative that flipped from multiple rate cuts to potential hikes. The “Rates Up, REITs Down” regime has weakened, with REIT-rate correlations falling sharply as fundamentals, strategy, capital allocation, and valuation catalysts increasingly drive performance. M&A has helped break the rate-driven narrative, validating public-market discounts to NAV and proving that REITs can unlock value through consolidation, privatizations, and strategic alternatives.

Seeking Alpha • Jun 18, 2026

Unlocking Active Alpha in Fixed Income with Fidelity

The fixed income environment continues to project uncertainty, as higher-for-longer interest rates persist amid sticky inflation. With that, investors may want to lean on the expertise of active managers when deciding between an active and indexed fund.

ETF Trends • Jun 17, 2026

Oil slides on Iran supply hopes; bond yields pushed lower before Warsh debut

Crude prices fell on Wednesday on news that Iranian fuel may ​soon hit the world's markets, bringing inflation relief and pushing bond yields lower, while stocks and currencies were quiet ahead of Kevin Warsh's ‌debut as Federal Reserve chair.

Reuters • Jun 17, 2026