{"id":985723,"date":"2026-01-16T10:45:38","date_gmt":"2026-01-16T05:15:38","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=985723"},"modified":"2026-01-16T10:45:38","modified_gmt":"2026-01-16T05:15:38","slug":"ai-bonds-could-devour-credit-markets-let-stock-investors-take-the-risk","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/01\/16\/ai-bonds-could-devour-credit-markets-let-stock-investors-take-the-risk\/","title":{"rendered":"AI bonds could devour credit markets. Let stock investors take the risk."},"content":{"rendered":"<p>The AI trade has spread beyond stocks, but bond investors should do what they can to avoid it.<\/p>\n<p>Artificial intelligence has been a winner for equity investors. An equal-weight basket of Amazon.com, Meta Platforms, Oracle, Microsoft, and Alphabet shares\u2014the five main \u201chyperscalers\u201d\u2014rallied an average of 23% last year, outperforming the S&amp;P 500\u2019s 16% rise. But as the demand for more computing power has risen, so has the need for cash to build out data centers and fill them up with specialized chips, industrial-grade liquid cooling, and networking systems.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The AI trade has spread beyond stocks, but bond investors should do what they can to avoid it. Artificial intelligence has been a winner for equity investors. An equal-weight basket of Amazon.com, Meta Platforms, Oracle, Microsoft, and Alphabet shares\u2014the five main \u201chyperscalers\u201d\u2014rallied an average of 23% last year, outperforming the S&amp;P 500\u2019s 16% rise. But as the demand for more computing power has risen, so has the need for cash to build out data centers and fill them up with specialized chips, industrial-grade liquid cooling, and networking systems.<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[55,13,4],"tags":[],"class_list":["post-985723","post","type-post","status-publish","format-standard","hentry","category-it-2-live-mint","category-live-mint","category-newspapers"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/985723","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=985723"}],"version-history":[{"count":0,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/985723\/revisions"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=985723"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=985723"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=985723"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}