Goldman Sachs not really breaking any surprisng news with this. In summaryL
- Global hedge funds having a notable shift in sentiment towards U.S. technology stocks
- They are actively accumulating positions in the sector at the most rapid pace in two months
- Renewed optimism on artificial intelligence (AI), a positive outlook for major global tech entities are key drivers of the buying
- Funds have net short positions in stock sectors such as health care, utilities, and energy