Global Stocks Hit Record as SK Hynix, Micron Soar | Daybreak Europe 05/27/2026

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. Global equities extended their record rally as momentum in technology shares accelerated and geopolitical tensions eased. The market capitalizations of SK Hynix and Micron Technology rose above $1 trillion for the first time, as investors bet the AI boom will lead to a sustained revaluation of the industry. Meanwhile, the US is touting progress towards a peace deal with Iran to end the nearly three-month war, even amid fresh hostilities and uncertainty over the vital Strait of Hormuz. Today's guest: Anna Titareva, UBS Investment Bank, European Economist. Chapters: 00:00:00 - Daybreak Europe 00:00:42 - Asian Stocks Hit Record on Chip Rally 00:05:17 - Memory Chip Frenzy Sends SK Hynix, Micron Into $1 Trillion Club 00:09:59 - Oil Dips as US Sees Progress in Iran Deal Despite Fresh Tensions 00:13:32 - Paxton Trounces Cornyn in Texas Runoff After Winning Trump Nod 00:17:51 - China Stalls Airbus Deliveries to Push Europe on Comac Jets 00:20:34 - Europe Car Sales Rise for Third Straight Month 00:24:30 - US Touts Iran Progress 00:27:13 - RBNZ Holds Rates After 3-3 Vote 00:30:26 - ECB Expected to Increase Borrowing Costs in June 00:35:05 - Anna Titareva, UBS Investment Bank, European Economist 00:41:16 - White Collar Jobs More Exposed to AI: Study Shows -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts