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Fleeing Software, Embracing Chips! Goldman Sachs Reveals $9 Trillion Holdings: Hedge Funds’ Allocation to Software Stocks Drops to Lowest Level Since 2019, with AI Infrastructure Emerging as Consensus Pick
Goldman Sachs noted in its latest report that hedge funds and mutual funds are continuing a notable rotation of positions—significantly reducing exposure to software stocks while further deepening their investments in the semiconductor sector.
Goldman Sachs Sees Funds Fleeing Software for Semiconductors as Tech Trade Evolves
Applied Materials Stock (AMAT) Opinions on Semiconductor Gains
Lam Research Declares $0.26 Dividend
Bernstein Adjusts Price Target on Lam Research to $340 From $325, Maintains Outperform Rating
Express News | Winbond Electronics Says to Buy Machinery, Equipment From LAM Research International for T$1.8 Bln