# Bonds Discounted Third Hike, Stocks Stay Long

> Bonds already priced in a third rate hike, stocks follow the move.
- Title: Bonds Discounted Third Hike, Stocks Stay Long · Seekingalpha
- Summary: Bonds already priced in a third rate hike, stocks follow the move. Bonds have discounted a third rate hike, stocks remain long despite recent market…
- Keywords: bonds, rate hike, stocks, inflation, social security cola, ai stocks, orcl, okta, money, business, Discounted, Third
- Source: Seekingalpha — https://seekingalpha.com/article/4955080-bonds-already-discounted-a-3rd-hike-stocks-have-followed-stay-long
- Author: David H. Lerner
- Published: 2026-10-19T01:48:22+00:00
- Read time: 1 min
- Topics: bonds, rate hike, stocks, inflation, social security cola, ai stocks, mu, orcl, okta, money, business
## Market Reaction
Stocks sold off sharply after inflation data and delayed Social Security COLA reaction.
## Bond Pricing
Bonds have already discounted a third rate hike with 10-year yields rolling over.
## AI Focus
Investor targets AI-related large caps like MU, ORCL, and OKTA for earnings-driven rebounds.
## Key takeaway

Bonds have discounted a third rate hike, stocks remain long despite recent market volatility.