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

MarketWatch · Thu, 05 Nov 2026 11:22:00 GMT

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OmniFin Portal's take

Excerpt from MarketWatch: “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 se”

Rule-based headline sentiment: Neutral

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