Research firm declares ‘end of the AI trade as we know it’ — and Asian tech stocks reflect the shift
MarketWatch· Jules Rimmer· Nov 5, 2026 · 11:22 AM
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.
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