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

- Source: MarketWatch Top Stories
- Published: 2026-11-05T11:22:00+00:00
- Category: Markets
- Original: https://www.marketwatch.com/story/research-firm-declares-end-of-the-ai-trade-as-we-know-it-and-asian-tech-stocks-reflect-the-shift-25ac8e8f?mod=mw_rss_topstories
- Canonical: https://groundlevelnews.com/story/research-firm-declares-end-of-the-ai-trade-as-we-know-it-and-asian-tec-d97777/

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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