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 • 4 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 • 16 hours ago

Dividend Safety Check: Bond ETFs for Reliable Income (MUB, BND)

For retirees and conservative income investors weighing bond ETFs, two funds dominate the conversation: the iShares National Muni Bond ETF (NYSEARCA:MUB) and the Vanguard Total Bond Market ETF (NASDAQ:BND).

24/7 Wall Street • Jun 20, 2026

Buying Bonds? This International Bond ETF Has Outperformed U.S. Bonds for 10 Years

The Vanguard Emerging Markets Government Bond ETF has been a strong outperformer in the past 10 years. IMF research shows that bond performance and stock performance have become more correlated.

The Motley Fool • Jun 20, 2026

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

BNDX And BND: After Warsh's Speech, I Don't Like Bond Funds Anymore

I think the decoupling of US and international rates is driven by secular, superior US productivity, raising the neutral rate and limiting the appeal of foreign bonds for USD-based investors. In the past, two disruptive events (COVID and the Iran war) have "hidden" the Fed's decoupling from other Central Banks. The decoupling is now back, barring AI job market disruptions. Europe and Japan face demographic and productivity stagnation, likely leading again or near-zero rates, but hedging costs erode potential gains for US holders of BNDX.

Seeking Alpha • Jun 18, 2026