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Asia Chip Stocks Rally After Nvidia’s Strong Results, Marking AI “Moment of Truth”
Asia chip stocks rally after Nvidia results, but analysts say AI boom entering real-earnings test phase.
Investors in Asia are showing renewed appetite for chip-makers after Nvidia delivered strong earnings and raised guidance, but analysts warn this may mark the start of a deeper reckoning for the AI ecosystem.
Stocks of SK Hynix, Samsung Electronics and TSMC climbed, yet many companies reliant on speculative AI spending remain under scrutiny. The report suggests markets are beginning to differentiate firms with real earnings power from those riding hype.