The unwind of Situational Awareness isn't the only reason the AI trade is back
- ID
- 12074
- Status
- new
- Published
- 08 Aug 2026, 2:51 AM
- Fetched
- 08 Aug 2026, 3:00 AM
- Provider
- CNBC Technology
- Category
- technology
- Original URL
- https://www.cnbc.com/2026/08/07/the-situational-awareness-unwind-is-only-one-reason-the-ai-trade-is-back.html
- Source URL
- https://www.cnbc.com/id/19854910/device/rss/rss.html
Excerpt
The hedge fund's forced selling was a clearing event, but earnings are sustaining the AI trade
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