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AI Rally Drives Record Run in Global Momentum Stocks as Investors Chase Market Winners

NEW YORK, 25 May 2026 – The global artificial intelligence rally is fuelling one of the strongest momentum trades on record, as investors continue to pile into stocks that have already delivered powerful gains across semiconductors, data centres, cloud infrastructure and AI-linked technology platforms.

Momentum investing, a strategy built around buying recent winners and avoiding or selling weaker performers, has gained renewed force as AI-related companies extend their market leadership. The rally has been driven by confidence that artificial intelligence will reshape corporate spending, cloud infrastructure, chip demand and the next phase of global productivity growth.

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Author

  • Tim Clark is a Senior Geopolitical Analyst for The Ledger Asia, specializing in the intersection of international relations and market stability. With over a decade of experience, Tim provides deep-dive insights into Indo-Pacific security, global supply chain resilience, and the strategic competition between major powers.

    Previously a consultant for leading international think tanks, he focuses on how shifting diplomatic landscapes and maritime disputes impact corporate governance and trade policy. At The Ledger Asia, Tim’s analysis equips readers with the clarity needed to navigate the complex regulatory and economic environments of Southeast Asia and beyond.

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