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The AI Trade vs. the Tape: Bonds, Hormuz, and the Buildout

In Press Release
August 26, 2026

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August has been loud. The long end of the Treasury market broke to levels last seen before the financial crisis. Crude just booked its second straight weekly gain on the Iran standoff. And the AI names whipped around with all of it. Here’s the part that matters if you own the AI trade: almost none of […]