US 30-year Treasury bond 5.3%...highest in 19 years | LS Electric, 34 million dollar contract with Bloom Energy | Kwon Soon-woo, 3PRO TV Reporting Team Leader

Summary

The video discusses the recent surge in US 30-year Treasury yields, driven by geopolitical tensions, foreign selling, and attractive yields on Big Tech corporate bonds. It also highlights the growing demand for AI infrastructure in Korea, focusing on power distribution solutions for on-site data centers and the expanding PCB supply chain. Additionally, it touches upon the Korean government's new public AI chatbot initiative.

• US 30-year Treasury yields hit a 19-year high of 5.31%.
• Big Tech companies are issuing corporate bonds with yields around 6.3%, drawing demand away from Treasuries.
• High long-term interest rates are creating a favorable environment for life insurance companies.
• Demand is shifting towards power distribution solutions as Big Tech builds on-site power generation for data centers.
• LS Electric secured a $34.25 million power distribution contract with Bloom Energy.
• Hyundai E&C secured priority EPC rights for up to eight Small Modular Reactors (SMRs).
• Isu Petasys's potential capacity expansion highlights strong demand across the AI PCB supply chain.