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Institutional investors reveal cautious approach to tech favorites in US quarterly 13F filings
In the second quarter, institutional investors made slight reductions in their holdings of prominent tech firms, mainly due to already substantial positions making further investments challenging. However, semiconductor stocks continued to attract a positive outlook, while AI-themed stocks saw a decline in traction after an initial wave of interest. Interestingly, the energy sector faced more selling than buying activity during this period.
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gulfnews.com
AI stock sell-offs keep returning as investors question spending, valuations and returns
AI stocks are sliding as investors question soaring valuations, heavy infrastructure spending and how long it will take for those AI bets to pay off.
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cryptobriefing.com
Institutional investors show caution toward tech favorites in US 13F filings
Q2 2026 13F filings from 6,371 institutions show 44% trimmed Magnificent Seven stakes, while semiconductors saw 48% net buyers amid broader tech
