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AI buildout gives tech investors new reasons to watch bond market

CNBC · Jun 20, 2026, 12:00 PM · Also reported by 1 other source

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  • Artificial intelligence is giving tech investors an entirely new reason to pay attention to the Federal Reserve.
  • For years, megacap tech companies with hefty balance sheets have been able to shrug off rising rates, which tend to weigh more heavily on smaller, less-profitable peers.

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Artificial intelligence is giving tech investors an entirely new reason to pay attention to the Federal Reserve.

For years, megacap tech companies with hefty balance sheets have been able to shrug off rising rates, which tend to weigh more heavily on smaller, less-profitable peers.

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