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

TLTW: Better Choice Than TLT For The Foreseeable Future

Over the past year, TLTW delivered a total return of roughly +10% compared to just under +5% for unhedged TLT. Newly appointed Fed Chair Kevin Warsh shocked markets with a hawkish tone on price stability and a simplified, data-dependent policy statement. The lack of explicit forward guidance and emerging market probabilities for 2026 rate hikes means fixed-income volatility is structural.

Seeking Alpha • 10 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 • 18 hours ago

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 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

Forget TLT. This Active Bond Fund Pays 5.18% With Only a Fraction of the Interest Rate Risk

The iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) is the default way investors buy long-duration government debt.

24/7 Wall Street • Jun 17, 2026

Which Long-Term Bond ETF Is the Better Buy: iShares' IGLB or Its Treasury Rival TLT?

iShares 10+ Year Investment Grade Corporate Bond ETF offers a lower expense ratio of 0.04% and a higher dividend yield than the iShares 20+ Year Treasury Bond ETF. iShares 20+ Year Treasury Bond ETF has experienced a deeper maximum drawdown over the last five years compared to the corporate bond alternative.

The Motley Fool • Jun 16, 2026

Long Bonds Just Lost Money for a Sixth Straight Year, And One Quiet ETF Is Engineered for the Reversal

Prior to the start of the Iran War, President Donald Trump had been feuding with Jerome Powell about cutting interest rates.

24/7 Wall Street • Jun 16, 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