BusinessThe AI trade has broken down. How we got here and what investors should expect nextThe rotation is real, and so are the opportunities beyond data center stocks.Published on The Global News Feed2 Nov 2026, 10:43 UTCThe rotation is real, and so are the opportunities beyond data center stocks.AdvertisementRelated stories BusinessExpedia Goes Live on Muse, but Its AI Wins Are Inside Its Own Apps9 Nov 2026, 11:46 UTC BusinessCongress returns with government funding, Pete Hegseth and the debt limit on the agenda9 Nov 2026, 11:29 UTC BusinessWhat is MegaSpeed? The Nvidia chip buyer in the spotlight after Jensen Haung’s affair9 Nov 2026, 11:29 UTC BusinessRubio sees little hope of diplomatic breakthrough to Mideast deadlock amid 'outrageous' Iranian demands9 Nov 2026, 11:29 UTC BusinessWhy is Nvidia’s Jensen Huang at the centre of a US-China spy scandal?9 Nov 2026, 11:17 UTC BusinessWhat Jensen Huang's affair with an accused Chinese spy means for Nvidia stock9 Nov 2026, 09:27 UTC
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