Global stock markets rallied on Thursday as investor confidence in the artificial intelligence sector returned, driven by strong financial results from key US semiconductor manufacturers.

The broad-based advance in equities signals a shift in sentiment, with traders moving away from defensive positioning and back into growth-oriented assets.

The market rebound was anchored by robust earnings reports and optimistic forward guidance from Micron Technology and Qualcomm.

These results provided tangible evidence that demand for AI infrastructure remains intact, effectively countering growing anxiety that the technology boom was losing momentum.

The positive data helped stabilize risk appetite across global exchanges.

In Asia, the rally was particularly pronounced, with regional indices surging on the back of the US tech news.