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BofA says Big Tech bonds from META, AMZN, ORCL and GOOGL offer a better opportunity than their stocks.

BofA's view that hyperscaler bonds beat their equities suggests AI capex is increasingly financed through debt markets, deepening bond-market exposure to the buildout.
Trade pressSlicast · October 30, 2026 at 17:55 UTC · US · Source: TradingView
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BofA says Big Tech bonds from META, AMZN, ORCL… · Slicast