It’s the End of the AI Trade as We Know It. Who’s Feeling Fine?

It’s the End of the AI Trade as We Know It. Who’s Feeling Fine? It’s the End of the AI Trade as We Know It. Who’s Feeling Fine? · Barrons.com · TVBS via AP Andy Serwer Thu, November 12, 2026 at 1:59 PM EST 5 min read NVDA -4.39% AAPL -0.12% ANT.CN -10.00% GOOG +1.78% MSFT +0.23% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.

Nvidia’s crisis and Anthropic’s IPO are scrambling playbooks. Acclaimed AI scientist Kai-Fu Lee weighs in on the winners and losers.