Hedge funds double down on AI stocks; chipmakers emerge biggest Wall Street bet: Report

Global hedge funds sharply increased their bets on artificial intelligence-linked companies at the start of the second quarter of 2026, with semiconductor and AI infrastructure firms emerging as the biggest beneficiaries, according to a latest Goldman Sachs Hedge Fund Trend Monitor report.

May 24, 2026 - 12:00
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Hedge funds double down on AI stocks; chipmakers emerge biggest Wall Street bet: Report
Global hedge funds sharply increased their bets on artificial intelligence-linked companies at the start of the second quarter of 2026, with semiconductor and AI infrastructure firms emerging as the biggest beneficiaries, according to a latest Goldman Sachs Hedge Fund Trend Monitor report.

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