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

Quelle: MarketWatch Top Stories - Veroeffentlicht: 05 Nov 2026 14:22

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.