Global AI Race Shows Asia Leading as Stocks Start 2026 With Bang

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Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the worldAmericas+1 212 318 2000EMEA+44 20 7330 7500Asia Pacific+65 6212 1000Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the worldAmericas+1 212 318 2000EMEA+44 20 7330 7500Asia Pacific+65 6212 1000The AI Race:Asia’s technology stocks began 2026 on a tearBloomberg Terminal, with investors betting their momentum and outperformance against US peers will last through the year.Strategists at Goldman Sachs Group Inc. are overweight and expect further gains driven partly by surging artificial intelligence-related demand and reasonable valuations. Citigroup Inc. says global long-term investors are accumulating Asia’s tech stocks given their importance in the semiconductor supply chain and the potential for earnings upside.
