President Donald Trump's Bull Market Is Banking on the AI Infrastructure Build-Out, but the Bond Market Has a Reality Check for Investors

The Dow, S&P 500, and Nasdaq have performed strongly under President Trump, with the ongoing AI data center build-out cited as a major contributor. In contrast, several AI companies experienced a corporate bond rout in 2026, reflecting bond traders’ skepticism about AI’s evolution; the article provides no figures for the declines or broader market impact.