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Hedge funds could look to rebuild AI positions after selloff
A UBS note cited by Bloomberg points to an end of de-risking in momentum and semiconductor stocks, which may open the door to adding AI-related equities.
Hedge funds may be nearing the end of a sharp de-risking cycle in momentum and semiconductor stocks, according to a UBS note cited by Bloomberg, which Hedgeweek summarized.
The shift could create an opportunity for managers to rebuild positions in artificial intelligence-related equities after the recent momentum selloff.
The report frames the potential change as a timing issue tied to how much de-risking is left, rather than a specific call on individual companies.
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