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Stock And 2 AI Infrastructure Names Worth Watching As Yields Rise","url":"https://stock-news.laohu8.com/highlight/detail?id=2664128883","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664128883?lang=en_us&edition=fundamental","pubTime":"2026-09-01 02:22","pubTimestamp":1788200526,"startTime":"0","endTime":"0","summary":"Tech and AI related stocks have been in the spotlight after a strong August, with major U.S. indexes on track for monthly gains and the S&P 500 tech sector up around 6%. At the same time, higher Treasury yields and rising oil prices are keeping risk in focus. This article walks through three large cap AI and cloud related stocks that appear especially exposed to these cross currents right now.\nThe three stocks covered below are only a sample from this theme. The full screen surfaced 26 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