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November 15, 2026Why the AI trade is hard to kill, but easy to frighten

The artificial intelligence investment boom has developed a familiar pattern: a new threat emerges, technology stocks sell off, and investors soon begin buying the dip. DeepSeek’s arrival in January 2025 challenged assumptions about the cost of developing advanced AI. Nvidia fell nearly 17% in a day, losing about $593 billion in market value, before recovering […]

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