Citrini Research declares the AI trade as we knew it is over, suggesting investors should now focus on real-economy stocks amid persistent inflation and higher yields. This shift was reflected in Asian tech stock movements on Thursday, indicating a broader market reassessment. The report highlights that the earlier enthusiasm for AI-driven stocks is cooling as economic conditions favor more traditional sectors. Investors may need to adjust strategies to navigate this evolving market landscape.
The end of the AI trade as declared by Citrini Research is notable alongside Pluang's Technology sector breadth showing 37 stocks rising and 108 falling out of 150 priced US stocks. For readers following Asian tech stocks, here is Pluang's market snapshot as of Nov 05, 2026 16:51 WIB: PAYC (Paycom Software Inc) declined by 5.36% to USD 253.80 with a typical hold time of 86 days, SONY (Sony Group Corp) rose by 5.24% to USD 27.31 with balanced order activity, and RELY (Remitly Global Inc) dropped 4.73% to USD 25.80 with 100% sell orders and a typical hold time of 54 days.
Global tech giants like Amazon, Google, and Microsoft are committing hundreds of billions of dollars to expand AI-focused data center accelerators, driven by surging demand from generative AI workloads that exceed traditional CPU capabilities. These ...
Berkshire Hathaway's stock portfolio is now worth about three times what the company originally paid for it. These gains alone represent roughly 19% of Berkshire Hathaway's total company value, highlighting the significant growth and value generated ...
C3is Inc. will implement a one-for-five reverse stock split effective November 9, 2026, reducing its outstanding shares from about 4.2 million to 0.84 million. This move aims to increase the stock price to meet Nasdaq's minimum bid price requirement ...
Firmly secured $15 million in a Series A funding round led by Squarepoint Capital, with participation from J.P. Morgan Payments, Mastercard, and Samsung NEXT. The company provides a no-code platform that connects merchants to AI-driven shopping chann...
On November 4, 2026, Shell plc repurchased a total of 1,876,276 shares across multiple trading venues including LSE, Chi-X, BATS, XAMS, CBOE, and TQEX. The shares were bought at prices ranging from £37.98 to £38.82 and €45.70 to €46.72, with an avera...
