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Hedge funds dumped chip stocks for a fourth week as AI shares sold off

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

Raccontata dathenextweb.comzerohedge.comchannelnewsasia.comcryptobriefing.comswissinfo.checonomictimes.indiatimes.com

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6 prospettive sulla stessa storia
AI · summaries
channelnewsasia.comStai leggendo23 h fa

Hedge funds dumped chip stocks for a fourth week as AI shares sold off

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…

originale
thenextweb.com23 h fa

Hedge funds sold chip stocks for a fourth week, but not the AI trade

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.

Leggi questa versione → originale
economictimes.indiatimes.com6 h fa

US Stock Market | Hedge funds extend selloff in tech hardware stocks ahead of earnings: Goldman Sachs

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 AI-related spending. They also trimmed holdings…

Leggi questa versione → originale
zerohedge.com1 g fa

How Hedge Funds Started July: US Stocks Sold, As Tech Dumped For 4th Straight Week

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...

Leggi questa versione → originale
swissinfo.ch5 h fa

Stocks Drop on Chip Selloff, Samsung Slumps 10%: Markets Wrap

Samsung profit soars 19x on AI memory, stock falls 10% (Kospi -8%); investors doubt earnings justify elevated valuations. Rotation from semiconductors reflects concern that rising capex and competition will compress margins; capital seeks undervalued sectors.

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cryptobriefing.com20 h fa

Semiconductor stocks stumble as investors question the AI trade

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.

Leggi questa versione → originale

Timeline cronologica

  1. venerdì 3 luglio 2026·thenextweb.com

    AI chip stocks lost 12% in two days as investors hunted new winners

    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.

  2. lunedì 6 luglio 2026·zerohedge.com

    How Hedge Funds Started July: US Stocks Sold, As Tech Dumped For 4th Straight Week

    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...

  3. lunedì 6 luglio 2026·thenextweb.com

    Hedge funds sold chip stocks for a fourth week, but not the AI trade

    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.

  4. lunedì 6 luglio 2026·channelnewsasia.com

    Hedge funds dumped chip stocks for a fourth week as AI shares sold off

    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…

  5. lunedì 6 luglio 2026·cryptobriefing.com

    Semiconductor stocks stumble as investors question the AI trade

    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.

  6. lunedì 6 luglio 2026·swissinfo.ch

    Chip Stocks Rally in AI Trade Revival After Plunge: Markets Wrap

    (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…

  7. martedì 7 luglio 2026·economictimes.indiatimes.com

    US Stock Market | Hedge funds extend selloff in tech hardware stocks ahead of earnings: Goldman Sachs

    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…

  8. martedì 7 luglio 2026·swissinfo.ch

    Stocks Drop on Chip Selloff, Samsung Slumps 10%: Markets Wrap

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

  9. martedì 7 luglio 2026·swissinfo.ch

    Stocks Drop as Samsung’s Tumble Leads Chip Selloff: Markets Wrap

    (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…