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

AI Summary

A research firm says the AI investment trade is shifting as easy-to-find value diminishes and investors increasingly make speculative, longer-term bets. Asian technology stocks are reflecting this move toward seeking relative value within the sector.

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.