The global AI sector is experiencing a resurgence in market interest, reflected in the Nasdaq-100 Index reaching a new all-time high on Tuesday. This growth surpasses the previous record established in June, signaling a strong recovery for technology-focused equities.

Analysts point to several key drivers behind this momentum. A primary factor is the recent decline in global oil prices, which typically reduces operational costs for large-scale tech infrastructure and data centers. Simultaneously, Meta Platforms has contributed to the positive sentiment by launching a new 'agentic' tool, which has been well-received by investors looking for tangible progress in AI application development.

Regional markets in Asia are also participating in this trend. China’s Star Market 50 Index and South Korea’s Kospi gauge—both of which have significant exposure to semiconductor and memory chip manufacturing—have shown consistent recovery patterns since July. Market participants are also closely monitoring the upcoming meeting between Chinese President Xi Jinping and U.S. President-elect Donald Trump, with investors hopeful that the dialogue could provide clarity on future trade relations and technology export policies.