# Asia Stocks Still Rising on AI and Power | Business and Finance News

Page: https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192/asia-stocks-still-rising-on-ai-and-power-business-and-finance-news
Text version: https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192/asia-stocks-still-rising-on-ai-and-power-business-and-finance-news.md
Podcast: [Business News Today | 2 Min News | The Daily News Now!](https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192)
Published: 2026-06-29T05:13:31+00:00
Episode link: https://api.fastcast.ai/audio/65366e27-bde5-4c89-84cf-c936cb94bb49.mp3
Audio file: https://api.fastcast.ai/audio/65366e27-bde5-4c89-84cf-c936cb94bb49.mp3
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Duration seconds: 92

## Resource

Goldman Sachs says Asian stocks still have strong upside despite a solid first half, fueled by AI, power infrastructure, and defense spending—driven by earnings growth, not valuation. They urge investors to keep betting on commodities like copper and gold, as geopolitical chaos boosts long-term demand for energy and metals. The real story? Global instability is forcing nations to build resilient systems, from power grids to EVs and data centers. Expect mid-teen returns for Asia ex-Japan this year, with nearly 80% of market gains already tied to earnings upgrades. Focus on structural winners: AI, power, defense, and select Chinese markets—and remember, copper demand will outstrip supply for years. Support the show: Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN: advertise@thednn.ai This is an automated, high-level news summary based on public reporting. Report issues to feedback@thednn.ai. View sources & latest updates: https://sources.thednn.ai/f22862bc58aadb25

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## Transcript

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