WS #14184
US 30-year real yields near 18-year highs (~3%) as AI hyperscalers (Alphabet, Amazon, Meta) issue ~$220B of bonds YTD, more than double 2025's total, pushing nominal yields higher and raising risks for equity markets. Microsoft plans to scale its Maia 300 AI chip to 300,000+ units by 2027, intensifying competition with Nvidia and pressuring NVDA's dominance. Berkshire Hathaway bought 48M shares of Alphabet in Q2, making it the third-largest holding, a bullish signal for GOOGL. Silver Lake is in talks to acquire Workday, sending shares up ~18% on August 13, a major software buyout.
AI-driven bond yield surge
US 30-year real yields near 18-year highs (~3%) as AI hyperscalers (Alphabet, Amazon, Meta) issue ~$220B of bonds YTD, more than double 2025's total, pushing nominal yields higher and raising risks for equity markets.
Microsoft plans to scale its Maia 300 AI chip to 300,000+ units by 2027, intensifying competition with Nvidia and pressuring NVDA's dominance.
Berkshire Hathaway bought 48M shares of Alphabet in Q2, making it the third-largest holding, a bullish signal for GOOGL.
Silver Lake is in talks to acquire Workday, sending shares up ~18% on August 13, a major software buyout.