Are Hedge Funds Still Bullish on AI Stocks?
About this episode
Vincent Lin discusses hedge funds' bullish outlook on AI stocks despite recent market volatility.
Tech stocks been buffeted by a reversal of momentum in US equities, but hedge funds are still fundamentally bullish on AI stocks, according to Vincent Lin, co-head of Prime Insights and Analytics in Global Banking & Markets. In this conversation with Chris Hussey, he explains why the greatest cumulative selling of tech stocks in the history of his data set looks more like a “healthy reset” amid crowded trades and high volatility rather than a loss of conviction in the AI trade. Date of recording: July 22, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not…
Topics covered
- Hedge Funds
- AI Stocks
- Tech Stocks
- Market Trends
- Investment Strategies
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