It's not just wall street. South Korean market up 47% YTD 2026, Taiwan 27% YTD, Japan 16.9 YTD, China shenzhen (Chinese Nasdaq) 12% YTD. All because AI explosion. The world AI center, pacific countries' stock markets, can weather the storm of the war. This round of AI wave is real.
On the other hand, if you look at Europe market, its not good and will be worse. Because Europe have few technology companies, and are behind AI explosion. Plus Europe dont have much energy production.
So both MSM and market tell true stories, depending where (which region, which country and which sector) you look at.
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