Market rebound: Why some stocks are looking past the Iran war

Source Domain: www.cnn.com

Asian stock markets, including Taiwan, South Korea, and Japan, have reached record highs despite economic setbacks from the Iran war and higher oil prices.
The surge in stock markets in these AI-driven economies is particularly attributed to the global AI boom, which has increased demand for semiconductor chips.
South Korea, a global leader in semiconductor production, especially Samsung Electronics, saw its Kospi index gain nearly 76% in 2025 and hit a market value milestone.
Taiwan’s Taiex index has also seen significant gains, driven by leading chipmaker TSMC and increased optimism about peace efforts.
Unlike European markets, which haven’t seen similar rebounds, Asian markets benefit from both the artificial intelligence investment boom and semiconductor growth.
Energy-exporting countries in Latin America saw boosts from higher oil prices, while European markets experience sluggish growth due to their lower exposure to AI and technology sectors.

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