AI Is Reviving Asia’s Factories: Is the Global Manufacturing Cycle Finally Turning? For the past few years, artificial intelligence has primarily been viewed as a technology and stock-market story. AI stocks surged. Semiconductor companies expanded production. Technology giants committed hundreds of billions of dollar…

South Korea’s Chip Exports Are Surging 259%: Is the AI Boom Finally Spreading From Stock Prices Into the Real Economy? For much of the artificial-intelligence boom, the most visible evidence has been in financial markets. AI-related stocks surged. Semiconductor valuations climbed. Technology companies announced hundre…

The AI Boom Is Entering a New Phase: $126 Billion Is Pouring Into Chips, Data Centres and Power For the past several years, the artificial-intelligence investment story has largely revolved around one question: Which company will build the most powerful AI chips and models? That question helped fuel enormous gains acr…

China’s Economy Is Splitting in Two: AI Profits Are Surging While Traditional Industries Struggle China’s economy is becoming increasingly difficult to describe with a single word such as “strong” or “weak.” Underneath the headline growth numbers, two very different economies appear to be developing. On one side are a…

AI Stocks Keep Rising While Bond Yields Hit Multi-Decade Highs: Is the Stock Market Becoming Too Dependent on AI? Something unusual is happening across global financial markets. Bond investors are confronting some of the highest yields seen in decades. The U.S. 10-year Treasury yield has moved above 5%, longer-dated y…

AI Stocks Keep Rising While Bond Yields Hit Multi-Decade Highs: Is the Stock Market Becoming Too Dependent on AI? Something unusual is happening across global financial markets. Bond investors are confronting some of the highest yields seen in decades. The U.S. 10-year Treasury yield has moved above 5%, longer-dated y…

Japan’s Bond Yields Are Surging: Could Trillions in Japanese Money Start Coming Home? For decades, Japan played an unusual but enormously important role in global financial markets. Interest rates at home were exceptionally low. Japanese banks, insurers, pension funds and other institutional investors therefore search…

U.S. 10-Year Yield Is Back Above 5%—But This Time Strong Growth Is Driving It: Why That Matters for Stocks The U.S. 10-year Treasury yield is back above 5%. Normally, that headline alone would be enough to make equity investors nervous. But something important is different this time. Treasury yields are not rising onl…

AI Agents Are Becoming the New Catalyst for Chip Stocks: Why Consumer Adoption Could Matter More Than the Next Nvidia Earnings For most of the artificial-intelligence boom, investors have focused on one question: How much will technology companies spend on AI? That question helped drive enormous investment into GPUs, …

Trump-Xi Meeting Could Be the Next Big Catalyst for AI and Semiconductor Stocks: What Global Markets Are Watching Artificial intelligence stocks are surging again. The Nasdaq has reached a record closing high, semiconductor stocks have jumped sharply, and enthusiasm around the next wave of AI investment is once again …