Bloomberg Television·2026-08-19 13:54Market Dynamics & Macro Trends - SK Hynix announced a massive share buyback plan valued at about $29 billion to ease investor concerns over AI overspending [3][41] - The 10-year Treasury yield is holding below 4.70%, while the 30-year yield stands at 5.2762%, about 5 basis points off its high [8] - Alphabet paid just under 7% (specifically set at 6.90%) to borrow longer-dated funds through an Australian bond sale [12][13] - Brent crude is trading well above $90 a barrel for a fourth straight day, with WTI around $85 [8][22][28] - Goldman Sachs estimated that AI-related borrowers accounted for 18% of U.S. investment grade issuance, up from 1% in 2024 [70] Industry & Corporate Performance - MCI Asia experienced its worst day in three weeks with the Kospi index down nearly 6% [3] - The Philadelphia Semiconductor Index fell 6% (or 5%) following a massive global chip sell-off [6][39] - Quayside Technologies reported a forecast ahead of expectations, driven by spending on AI infrastructure, defense, and 6G networks [9] - Trainline shares dropped significantly (down more than 15% in London) after the competition authority opened an investigation into drip pricing [10][42] - Data center related companies are seeing dilution concerns as they decide to issue convertible senior notes to the tune of $250 million [75]