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

Research firm declares ‘end of the AI trade as we know it’ — and Asian tech stocks reflect the shift
MarketWatch Thursday 05 November 2026, 11:22 UTC By Jules Rimmer 1 min read
Key Points

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.

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.
Asian (ORG)
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