Vol. 1 · No. 118
Tuesday Edition
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The Unvarnished AI Gazette

AI news distilled in its purest form
122Unique stories
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Society & Impact · 🌍 WORLD

AI Boom Drowns Out War Fears to Fuel Asia’s Great Market Divide

Asian markets are fracturing into AI-rich winners and geopolitical-risk losers, with capital flowing only to the AI narrative.

Asia's stock markets diverge sharply in April 2026, with AI-exposed sectors soaring while defensive and conflict-adjacent equities languish despite regional tensions. Institutional investors are pricing in AI upside so aggressively that they're discounting traditional risk premiums for war, inflation, and supply disruption.

Oliver's take: The AI trade has eaten every other narrative. War fears, rate risks, inflation. None of it moves the needle because everyone is all-in on chip margins and inference growth. Bubble or not, momentum is the only market.
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— The Unvarnished AI Gazette · Tuesday, April 28, 2026 · 122 stories from 168 sources · ← Back to the newspaper