Hedge funds entered the second quarter all-in on the AI trade, but have begun to diversify their portfolios lately. They’re dipping into healthcare, energy and financials.
Related stories
US hits commercial tanker in Gulf of Oman as tensions flare
Riyadh airport suspends operations after missile strike injures dozens
Nvidia in talks to acquire US ‘open’ model start-up Reflection AI
Winter is coming and energy bills are climbing. ‘Everything just keeps going up.’
Why Nvidia’s stock is dodging the AI credit scare that is crushing Broadcom and Oracle
‘What you don’t know is greater than anything you do know’: How Ray Dalio would build a portfolio to withstand a popping AI bubble