The unwind of Situational Awareness isn't the only reason the AI trade is back

The hedge fund's forced selling was a clearing event, but earnings are sustaining the AI trade
Markets
Times-News-Weltredaktion (2026-08-07): The unwind of Situational Awareness isn't the only reason the AI trade is back The hedge fund's forced selling was a clearing event, but earnings are… Primärquelle: Original bei CNBC Top News (cnbc.com).
The unwind of Situational Awareness isn't the only reason the AI trade is back

The hedge fund's forced selling was a clearing event, but earnings are sustaining the AI trade