Asian stocks rose today on semiconductor data and anticipation for OpenAI's IPO.

• Semiconductor stocks track global technology recovery.
• OpenAI's IPO is driving the artificial intelligence market.
• AI companies attract attention from global investors.

Shares of Asian semiconductor companies rebounded strongly on Tuesday, mirroring the positive performance seen on Wall Street. This movement comes amid renewed investor interest in companies associated with artificial intelligence, a segment that continues to attract significant capital in global markets.

In South Korea, the highlights were the memory chip manufacturers. SK Hynix advanced more than 6%, while Samsung Electronics accumulated gains exceeding 3%. Seoul Semiconductor registered an even more significant increase, surpassing 12% during the session.

Optimism also reached the Japanese market. Companies supplying equipment to the semiconductor industry showed positive performance, with Tokyo Electron leading the gains among the major companies in the sector. Advantest and Renesas Electronics also closed higher, following the recovery in technology stocks seen in the United States.

The exception among the major Japanese companies was SoftBank. Shares of the technology investment conglomerate extended recent losses and fell by about 2%, bucking the prevailing market trend.

In the United States, gains in semiconductor manufacturers helped support the main stock indices. The S&P 500 closed with moderate gains, while the Nasdaq Composite showed more consistent appreciation, recovering some of the losses recorded the previous week after a correction that affected several companies in the technology sector.

According to Andrew Jackson, equity strategist at ORTUS Advisors, the defensive movement observed recently may be short-lived. He stated, "The rotation back to defensive domestic stocks that we saw yesterday will be short-lived for now."

Despite the recovery, Jackson highlighted that markets should continue to face fluctuations throughout the week. Among the factors monitored by investors is the highly anticipated initial public offering of SpaceX, whose pricing is scheduled for Thursday, with trading beginning on Friday.

At the same time, expectations are growing around a new generation of IPOs linked to artificial intelligence. Interest increased after OpenAI confidentially filed its request to go public, following a similar path to that previously taken by Anthropic.

Valued at over US$850 billion, OpenAI is preparing to debut on the stock market later this year. The prospect of one of the largest public offerings in the recent history of the AI ​​sector has led investors to reassess the distribution of capital among technology companies, especially those linked to artificial intelligence infrastructure and semiconductors.