The AI Investment Boom Goes Global: Asian Markets Surge
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Posted June 5, 2026 by Ben Carlson
Summary
The article discusses how the AI investment boom has expanded beyond major US tech stocks (Mag 7, Nasdaq 100) to global markets, particularly in Asia. The author reflects on the difficulty of predicting technological innovation outcomes and offers predictions about AI's future, noting that stock markets in South Korea, China, Taiwan, and Japan are now showing significant AI-related activity. The piece draws on analysis from JP Morgan's Michael Cembalest to illustrate the global spread of the AI trade.
Source
bskyThe AI Investment Boom Goes Global: Asian Markets Surgeawealthofcommonsense.comKey quotes
· 4 pulledWhen you live through a technological innovation boom it's impossible to avoid trying to predict how it will turn out.
Will anyone be right about what the future of AI looks like? Probably not.
This is not just a story about the Mag 7 or Nasdaq 100 anymore. The AI trade has gone global.
JP Morgan's Michael Cembalest compared a bask
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