LONDON, July 6 : U.S. hedge funds sold tech hardware stocks for a fourth week in a row, according to a client note from Goldman Sachs on Friday, in line with a recent decline in global chip shares and just before many of these companies will report earnings.Tech shares and especially semiconductors have prope

The PHLX Semiconductor Index sank 12% in two sessions while the Dow hit a record. Investors are rotating from AI chips to software as Q2 earnings approach.

Hedge funds sold US equities for a 3rd straight week, driven by long sales in Single Stocks partially offset by long buys in Macro Products...

Goldman Sachs data shows semiconductors were the most net-sold US sector for a fourth week, though hedge funds’ AI positioning stays near record highs.

LONDON, July 6 : U.S. hedge funds sold tech hardware stocks for a fourth week in a row, according to a client note from Goldman Sachs on Friday, in line with a recent decline in…

Chip stocks lost 12% in two days as profit-taking and mixed signals from Broadcom and SK Hynix rattled the AI trade. Bitcoin fell too.

(Bloomberg) -- A rebound in chipmakers lifted stocks as dip buyers emerged amid speculation that the artificial-intelligence trade that has powered the bull market has more room…

US hedge funds cut exposure to technology hardware stocks for a fourth straight week ahead of the earnings season, amid weakness in semiconductor shares and concerns over…

(Bloomberg) -- Asian equities fell as renewed selling in technology stocks deepened concerns that the AI-driven rally may have run ahead of itself.

(Bloomberg) -- Asian equities dropped for the first time in three days as renewed selling in technology stocks deepened concerns that the AI-driven rally may have run ahead of…