Asia's tech gauge surges nearly 10% to record high amid US-Iran war

11 articles · Updated · Bloomberg · Apr 29

The region’s AI-driven tech stocks have climbed almost 10% since the Middle East conflict began, reaching an all-time high this week.
Despite tech gains, most other Asian market sectors remain under pressure, with consumer discretionary stocks falling nearly 10%.
The ongoing US-Iran war is fueling a rotation into AI, masking deeper market strain across non-tech sectors in Asia.

Can Asia's AI supply chain withstand the pressure of surging demand and geopolitical risk?

With AI booming and war straining markets, which force will define Asia's 2026 economy?

Beyond chips, what obscure industries are becoming bottlenecks in the global AI race?

Is the current AI investment frenzy a sustainable revolution or a speculative bubble set to burst?

Will China's push for AI self-reliance fracture the global technology supply chain?

As US military assets shift to the Middle East, what are the security risks for Taiwan?