Research firm declares ‘end of the AI trade as we know it’ — and Asian tech stocks reflect the shift

November 5, 2026 · 11:22 am 1 sources

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• Research firm declares ‘end of the AI trade as we know it’ — and Asian tech stocks reflect the shift
  MarketWatch · November 5, 2026 11:22
  Now that absolute value is much harder to find in the AI trade, with bets having to be made on a longer-term, more speculative basis, it’s time to search for relative value within the sector, says one research service.