Anthony Stevens explains that Taiwan's market is outperforming Korea due to cleaner AI exposure and lack of inflationary concerns, while Korea faces headwinds from hot CPI data and upcoming BOK tightening, causing rotation out of speculative tech names.

Michael Hitha discusses the competitive dynamics of AI IPOs (Anthropic vs OpenAI), the record-breaking IPO year, and the significance of Alphabet's $80B equity raise with Berkshire participation, signaling insatiable AI demand and a new era for Berkshire under Greg Abel.

Stephen Engle reports from Computex on NVIDIA's new PC chip aimed at loosening Intel's stronghold, with partnerships including MediaTek. Jensen Huang acknowledges supply constraints but expects expansion. The announcement boosted NVIDIA, ARM, and MediaTek shares, highlighting the broadening AI ecosystem.

Alicia Yap views Meituan's results as better than expected, with competition easing and food delivery unit economics improving. She sees a path to break-even in Q2. For the broader internet sector, she notes attractive valuations but current market momentum favors AI/hardware over internet platforms.

Louisa Fok discusses China's two-speed economy: strong AI-related supply side (capex >20% from hyperscalers) versus modest demand recovery. She sees earnings upgrades potential for Hang Seng Index if competition peaks, and notes the onshore A-share market offers better AI exposure than Hong Kong.

Matt Sheehan explains that Chinese government concern about AI's impact on jobs has skyrocketed in the past two years. Policy responses include labor court rulings preventing AI-driven layoffs and state media campaigns to reassure the public. China is trying to slow the transition to avoid disruption while still pushing AI adoption.