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Computing Shares Jump. 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Read on to learn why. 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Market participants have worried that these investments are eating into companies' free cash flow, leaving them more vulnerable if their bets don't pan out.The bear case could be positive for bonds. If the AI buildout is a bust -- that is, if it doesn't earn hyperscalers enough to recoup their investment or produce productivity gains without widespread unemployment -- the economy could tip into a recession. The Federal Reserve would then have a clear case for lowering interest rates, pushing bond yields down and prices up.Yet you don't have to expect the worst to feel comfortable. Over intermediate to longer horizons, the starting yield of the Bloomberg U.S. Aggregate Bond Index, known as AGG, is a strong predictor of 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