A look at the day ahead in European and global markets from Kevin Buckland With this much newsflow, it's hard for investors to know where to look. As a result, investors are gazing in several directions at once – and it's creating a quite clean split between asset classes. Stock markets are rallying around Asia on Thursday, with bourses from Taipei to Seoul and Sydney climbing to fresh all-time peaks. In tech-heavy North Asian markets, that's due in large part to the persistent AI euphoria that also drove the Philadelphia SE semiconductor index – or SOX – up 3% overnight. The latest bullish signal came from Dutch semiconductor equipment maker ASML, with third-quarter bookings beating market forecasts on Wednesday. That's stoked expectations for strong results from Taiwan's TSMC, a major AS

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