Growing wagers against AI stocks

In July, the trading of hedge fund short selling bets against stocks of AI companies increased, amid a global decline in chip company shares. Data showed that short positions grew in companies such as "Super Micro Computer," "Coreweave," and "Nepius Group," which were among the biggest stocks exposed to short sales during the month. During the same period, U.S. chip stocks dropped by 20%, and South Korean indices declined by 22%, marking the largest fall since 2008. Despite this, the stock of "Coreweave" rose after exceeding second-quarter revenue expectations, potentially leading to sharp price swings due to the existing short positions. The data indicate that investors are not reducing their investments in the AI sector; instead, they are redirecting capital towards companies that show signs of generating revenue, while the risks associated with borrowing in the semiconductor industry are decreasing.

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