Business

Goldman Sachs sees major shift on hedge fund chip bets

THE STREET·1h ago·3 min read

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RSS SUMMARY · AGGREGATED FROM THE STREET

Semiconductor stocks have been among the most popular institutional trades since the AI boom reshaped Wall Street portfolios, and the momentum has continued into 2026. Data from Goldman Sachs' prime brokerage division reveal a shift in hedge fund positioning that complicates the surface-level …

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