Thanks to the AI boom, stock markets in Taiwan and South Korea have seen historic rallies this year. But as retail investors pile in, often using borrowed money, concerns are growing over whether this momentum is sustainable.

On today’s Big Take Asia podcast, guest host Rebecca Choong Wilkins speaks with Bloomberg’s Asian markets reporter Charlotte Yang and Bloomberg Opinion’s Shuli Ren about the risks of betting on AI and how potential fallout could ripple beyond the region.

Read more: Taiwanese Go Deep Into Debt to Amp 100% Stock Rally 

Play Micron, Hynix and Samsung ETFs at Your Peril 

Hosted by Rebecca Choong Wilkins; Produced by Naomi Ng; Reported by Charlotte Yang, Shuli Ren, Chien-Hua Wan; Edited by Paddy Hirsch, Jiyeun Lee, Julia Weaver.

Fact-checking by Victor Swezey; Engineering by Taka Yasuzawa.

Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

Thanks to the AI boom, stock markets in Taiwan and South Korea have seen historic rallies this year. But as retail investors pile in, often using borrowed money, concerns are growing over whether this momentum is sustainable.
On today&rsquo;s Big Take Asia podcast, guest host Rebecca Choong Wilkins speaks with Bloomberg&rsquo;s Asian markets reporter Charlotte Yang and Bloomberg Opinion&rsquo;s Shuli Ren about the risks of betting on AI and how potential fallout could ripple beyond the region.
Read more: <a href="https://www.bloomberg.com/news/articles/2026-06-23/tsmc-fueled-ai-frenzy-makes-taiwan-capital-of-leveraged-stock-bets">Taiwanese Go Deep Into Debt to Amp 100% Stock Rally</a>&nbsp;
<a href="https://www.bloomberg.com/opinion/articles/2026-06-24/play-micron-hynix-and-samsung-etfs-at-your-peril?srnd=undefined">Play Micron, Hynix and Samsung ETFs at Your Peril</a>&nbsp;
Hosted by Rebecca Choong Wilkins; Produced by Naomi Ng; Reported by Charlotte Yang, Shuli Ren, Chien-Hua Wan; Edited by Paddy Hirsch, Jiyeun Lee, Julia Weaver.
Fact-checking by Victor Swezey; Engineering by Taka Yasuzawa.
Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.

The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.

Big Take

Asia’s AI Stock Frenzy Is a Warning Sign for Global Markets

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d8d6aa16-6dd9-4494-8eb8-b4790157a9cf/transcript