Asian Stocks Rise as AI Optimism Lifts Markets

Asian stocks rise on Monday as optimism around artificial intelligence (AI) and easing trade tensions boost investor confidence. The recent US China trade truce has improved sentiment across regional markets.
However, investors remain cautious. Many wonder whether this truce will hold for the full year. Still, risk appetite stayed firm as traders looked for fresh market cues.

AI Drives Market Confidence

AI excitement continues to shape global stock markets. After years of heavy investment, traders now want proof that the technology is delivering real returns.
Last week’s mixed earnings from major tech firms left investors eager for more concrete results. This week, attention turns to companies like Advanced Micro Devices, Qualcomm, and Palantir Technologies, all set to release earnings soon. Their updates could reveal whether AI spending is paying off.
In addition, non tech companies such as McDonald’s and Uber will report results this week. Their performance may give broader clues about consumer spending and economic momentum.
Tony Sycamore, a market analyst at IG, said sentiment remains upbeat. MSCI’s Asia Pacific index rose 0.35% to 727.82, close to last week’s four and a half year high.

Cautious Optimism in Markets

While AI optimism supports stocks, investors also monitor monetary policy signals. The US dollar stayed near a three month high after hawkish comments from Federal Reserve officials. These statements suggest interest rates may remain elevated longer than expected.
In the commodities market, gold prices moved higher. The precious metal traded above $4,000 early in the session as traders took advantage of recent dips.
Oil also showed modest gains. Brent crude rose 0.32% to $64.98 a barrel, and US West Texas Intermediate climbed 0.28% to $61.16. The gains followed OPEC+’s decision to delay production hikes until next year’s first quarter.
As a result, the overall investor mood remains positive but measured. Markets appear focused on balancing excitement about AI with careful attention to economic data and central bank signals.