#hyperscaler capex
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Markets
AI Semiconductor Sell-Off Forces Hedge Fund Liquidation, Stokes Capex Anxiety
A sell-off in memory and chip stocks nearly forced hedge fund Situational Awareness into a fire sale, as investors quest...
Markets
Top Fund Manager Says It’s Not Yet Time to Sell AI Infrastructure Stocks
A small-cap growth fund manager who has outperformed 99% of peers sees further upside in AI infrastructure names, despit...