Goldman Sachs says consumer-facing laggard stocks are the best way forward as earnings growth is set to slow next year and ...

Many Americans own stocks through 401(k) plans or index funds, which are increasingly concentrated in major tech companies — ...

Big Tech could be carrying substantially more financial exposure tied to artificial intelligence than investors realize, S&P Global warned Monday as concerns mounted over the debt financing Wall ...

Goldman's prime brokerage data caught hedge funds slashing chip stocks at a pace not seen in over a decade, and the question ...

Momentum tech stocks tied to the AI boom may be triggering market tremors, but Goldman Sachs still thinks the year will end ...

Hedge funds cut tech positions at the fastest rate since 2016, driving a sharp Nasdaq 100 drop and reduced net leverage, ...

Hedge funds slashed tech exposure at the fastest pace in a decade, wiping out two years of AI stock accumulation in a single ...

The Nasdaq Composite rallied, but some companies are still off the menu for investors, like Coreweave, while Oracle bonds are ...

Nvidia CEO Jensen Huang reaffirmed his trust in CoreWeave last week as shares slumped to new lows amid debt concerns.

Hedge funds cut tech positions at the fastest pace since 2016, with semiconductors hit hardest, though tech still holds 23.5% ...

Hedge funds retreated from tech stocks at the fastest clip in at least a decade, according to Goldman Sachs Inc.’s prime desk ...