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Read on to learn why. 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Market participants have worried that these investments are eating into companies' free cash flow, leaving them more vulnerable if their bets don't pan out.The bear case could be positive for bonds. If the AI buildout is a bust -- that is, if it doesn't earn hyperscalers enough to recoup their investment or produce productivity gains without widespread unemployment -- the economy could tip into a recession. The Federal Reserve would then have a clear case for lowering interest rates, pushing bond yields down and prices up.Yet you don't have to expect the worst to feel comfortable. Over intermediate to longer horizons, the starting yield of the Bloomberg U.S. Aggregate Bond Index, known as AGG, is a strong predictor of 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He...","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1935042488.USD","LU1037948541.HKD","LU1548497426.USD","LU0965509101.SGD","BK4528","LU1935043536.SGD","LU2357305700.SGD","LU2054465674.USD","LU0208291251.USD","IE00BLSP4239.USD","BK4516","LU1201861249.SGD","IGV","LU1366192091.USD","LU1642822529.SGD","LU0353189763.USD","LU1720051017.SGD","LU2746668974.SGD","LU0210536198.USD","TDIV","LU0081259029.USD","LU0444973449.USD","LU0157215616.USD","LU1037948897.HKD","ORCL","LU0965508806.USD","LU1935042215.USD","LU0950373646.USD","LU0082616367.USD","LU2360106780.USD","IE0009356076.USD","LU0068578508.USD","LU1934455277.USD","IE00B7SZLL34.SGD","NBIG","LU0985489474.SGD","BK4588","LU1934455863.HKD","LU2543165471.USD","SG9999003800.SGD","LU1366333091.USD","LU1003077747.HKD","IE00BN8TJ469.HKD","IE0002270589.USD","LU2237957811.SGD","BK4543","LU0878866978.SGD","LU0329931090.USD","LU0476273544.USD","LU0320765489.SGD","LU1720051108.HKD","SG9999001424.SGD","LU0348723411.USD","LU2236285917.USD","LU0531971165.HKD","LU0661504455.SGD","IE00B3S45H60.SGD","LU0329931173.USD","LU1935042991.SGD","LU1989772840.SGD","BK4581","NEBX","LU0234570918.USD","BK4538","LU0648001328.SGD","LU0234572021.USD","LU0323591593.USD","LU1506573853.SGD","LU1489326972.SGD","LU2458330169.SGD","LU0949170772.SGD","LU1035773651.USD","LU0889565833.HKD","LU1046421795.USD","LU0965509010.AUD","NBIL","LU0314106906.USD","LU2108987350.USD","LU1989764664.SGD","LU2326559502.SGD","BK4097","LU0417517546.SGD","LU1989764748.USD","NBIZ","LU2860962120.EUR","OGIG","ORCS","LU1823568750.SGD","ORCX","LU0545039389.USD","LU0861579265.USD","LU0109392836.USD","BK4077","LU1803068979.SGD","IE00B775SV38.USD","LU2458330243.SGD","LU0353189680.USD","IE00BBT3K403.USD","LU0957808578.USD","LU1989772923.USD","BK4533","IE00BMPRXN33.USD","LU2250418816.HKD","LU2087625088.SGD","IE00B19Z3581.USD","LU1852331112.SGD","BK4609","NBIS","LU1934455194.USD","LU0823431647.USD","LU0719512351.SGD","BK4585","IE00BLSP4452.SGD","IE00BMPRXQ63.HKD","LU1069347547.HKD","LU0289960550.SGD","IE00B5949003.HKD","LU0130102774.USD","LU0553294199.USD","LU0198837287.USD","LU1235294995.USD","IE0004445239.USD","LU2746668461.USD","LU0175139822.USD","LU1935043023.USD","SG9999011175.SGD","LU1815336760.USD","LU0823431563.USD","LU0738911758.USD","LU1429558221.USD","LU0256863811.USD","LU0056508442.USD","LU0965509283.SGD","BK4534","ORCU","IE00BMPRXR70.SGD","LU1691799644.USD","LU0433182093.SGD","IE00B19Z3B42.SGD","LU0070302665.USD","LU1435385759.SGD","LU2237957902.USD","LU0980610538.SGD","LU0444971666.USD","LU2896262040.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1100064719","title":"Option Focus | Oracle’s $1.64 Million Call Sale at $220 Strike Caps Upside Through 2027 as Bearish Flow Dominates","url":"https://stock-news.laohu8.com/highlight/detail?id=1100064719","media":"Option Witch","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1100064719?lang=en_us&edition=fundamental","pubTime":"2026-08-07 07:02","pubTimestamp":1786057321,"startTime":"0","endTime":"0","summary":"Oracle Corporation closed at $143.47, down 0.64% from the previous session.A towering $1.64 million bearish bet defined Thursday’s session, as a trader sold 2,000 January 2027 $220.00 calls. The deep...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00B19Z3581.USD","LU0949170772.SGD","ORCX","LU2236285917.USD","BK4581","LU0965509101.SGD","BK4538","ORCU","LU2250418816.HKD","LU2746668461.USD","LU0109392836.USD","LU2860962120.EUR","OGIG","IE00B3S45H60.SGD","LU1366333091.USD","LU0210536198.USD","LU0234572021.USD","LU0208291251.USD","LU1934455194.USD","SG9999003800.SGD","IE00B7SZLL34.SGD","LU0068578508.USD","LU0175139822.USD","LU0320765489.SGD","LU0965509283.SGD","LU2237957811.SGD","LU2746668974.SGD","BK4533","IE00BMPRXR70.SGD","LU1720051017.SGD","LU2237957902.USD","LU0553294199.USD","LU0348723411.USD","LU0433182093.SGD","TDIV","LU1935042488.USD","LU0417517546.SGD","LU0289960550.SGD","LU2087625088.SGD","BK4528","LU1235294995.USD","IE00BN8TJ469.HKD","IE0004445239.USD","IE00BBT3K403.USD","LU0965509010.AUD","LU2543165471.USD","LU2458330243.SGD","LU1823568750.SGD","LU0861579265.USD","LU1803068979.SGD","LU0444973449.USD","LU2054465674.USD","ORCL","LU0353189680.USD","LU0985489474.SGD","LU1989764664.SGD","LU0476273544.USD","LU1201861249.SGD","LU0648001328.SGD","IGV","LU1069347547.HKD","LU0070302665.USD","LU0314106906.USD","BK4097","LU0130102774.USD","IE00BLSP4452.SGD","LU0545039389.USD","LU1852331112.SGD","LU0878866978.SGD","LU1046421795.USD","LU2458330169.SGD","LU1035773651.USD","LU1989772840.SGD","LU0198837287.USD","LU0157215616.USD","LU1037948897.HKD","LU1366192091.USD","LU0082616367.USD","LU0738911758.USD","IE00B19Z3B42.SGD","LU1815336760.USD","LU1989772923.USD","LU0444971666.USD","LU1548497426.USD","LU1934455863.HKD","LU0323591593.USD","LU0256863811.USD","LU0965508806.USD","IE00B775SV38.USD","LU1934455277.USD","LU2326559502.SGD","LU0980610538.SGD","LU1435385759.SGD","LU2357305700.SGD","LU0056508442.USD","LU1489326972.SGD","IE0002270589.USD","LU1935043536.SGD","LU1003077747.HKD","LU2896262040.SGD","LU1989764748.USD","SG9999011175.SGD","BK4516","LU0234570918.USD","LU0889565833.HKD","LU0081259029.USD","IE0009356076.USD","IE00BMPRXN33.USD","BK4534","BK4588","LU2108987350.USD","LU1935043023.USD","SG9999001424.SGD","BK4585","IE00B5949003.HKD","LU1037948541.HKD","LU1935042215.USD","LU0661504455.SGD","LU1935042991.SGD","IE00BLSP4239.USD","LU2360106780.USD","BK4543","LU0353189763.USD","LU1429558221.USD","LU1506573853.SGD","LU1691799644.USD","ORCS","LU0957808578.USD","LU1642822529.SGD","LU0719512351.SGD","IE00BMPRXQ63.HKD","LU1720051108.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657944666","title":"Oracle (ORCL) Stock Still Looks Reasonable After Pentagon Contract Win","url":"https://stock-news.laohu8.com/highlight/detail?id=2657944666","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657944666?lang=en_us&edition=fundamental","pubTime":"2026-08-07 03:31","pubTimestamp":1786044667,"startTime":"0","endTime":"0","summary":"Oracle stock has delivered a 72.3% gain over the past 5 years, yet the broader valuation checks still point to shares that screen as cheap rather than fully priced in. After a sharp 22.6% rise over the last week and fresh attention from AI partnerships and government contracts, the key issue for investors is whether the recent move has already absorbed that value signal or not.\n\nOver 5 years, Oracle has returned 72.3%, which indicates that long term holders have already seen a 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is Maintained at Buy by UBS","url":"https://stock-news.laohu8.com/highlight/detail?id=2657165107","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657165107?lang=en_us&edition=fundamental","pubTime":"2026-08-07 02:34","pubTimestamp":1786041240,"startTime":"0","endTime":"0","summary":"Ratings actions from Benzinga: 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Companies Tap Debt, Equity to Fund AI and Cloud Expansion","url":"https://stock-news.laohu8.com/highlight/detail?id=2657665341","media":"Reuters","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657665341?lang=en_us&edition=fundamental","pubTime":"2026-08-06 23:37","pubTimestamp":1786030637,"startTime":"0","endTime":"0","summary":"FACTBOX-Tech companies tap debt, equity to fund AI and cloud expansionAug 6 (Reuters)-The world's largest technology companies are tapping debt markets and raising equity to bolster AI 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