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Stocks hit records as AI optimism grows, but bond markets tell a different story

NPR | By Ricky Mulvey,

Wailin Wong

Published September 18, 2026 at 3:45 AM CDT

The stock market is at record highs, largely thanks to tech stocks that are benefitting from investor optimism about the AI boom. But bond markets may be telling a different story.

Ricky Mulvey

Wailin Wong

Wailin Wong is a co-host of The Indicator from Planet Money.

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