Who knew that sweeping trade embargos were bad for the stock market? In the wake of the proposed AI export restrictions, covered in detail in a separate article, the AI-driven enthusiasm in the Vendors segment has been substantially deflated. The Operators segment, in our high-level adjusted view, was down just 0.01% – again proving to be a resilient store of value, in the weeks where the Vendors are far more volatile. In this view, the Vendors segment fell by 5.28% – worse than the Indexes, which fell 2.14%. There were only two positive performances among the Vendors segment, this week. Nokia was up 1.86%, after a spate of fixed-line and transit deals, as well as the news that HMD Global…