Asian equity markets trade higher as investors continue to focus on strong demand for semiconductors and AI-related technology, which helps offset concerns tied to instability in West Asia and higher oil prices. Both reports note that the AI-driven theme remains a key support for regional markets. In Japan, the Nikkei rises about 0.5% in the latest session, after gaining close to 5% over the previous week and reaching new all-time highs. The optimism is linked to ongoing demand for semiconductors and equipment used in AI infrastructure, which is seen as sustaining investor interest across the region. At the same time, coverage highlights that markets are still factoring in external risks, including the situation in the Gulf/West Asia region and the effect of rising oil prices on broader economic conditions. Overall, the two outlets present a picture of markets supported by AI-related growth expectations while remaining sensitive to geopolitical and energy-related developments.