WS #14183
AI hyperscaler bond issuance (~$220B YTD) pushes real yields to decade highs, raising equity market risk. Berkshire adds 48M shares of Alphabet, making it the third-largest holding, while trimming financials. Microsoft plans 300,000+ Maia 300 chips by 2027, challenging Nvidia's AI dominance. Silver Lake in talks to acquire Workday, sending shares up ~18%.
AI-driven bond yield surge
AI hyperscaler bond issuance (~$220B YTD) pushes real yields to decade highs, raising equity market risk.
Berkshire adds 48M shares of Alphabet, making it the third-largest holding, while trimming financials.
Microsoft plans 300,000+ Maia 300 chips by 2027, challenging Nvidia's AI dominance.
Silver Lake in talks to acquire Workday, sending shares up ~18%.