Goldman: Hedge Funds Sold All AI Stocks Bought Since 2025

Goldman Sachs data shows U.S. hedge funds sold AI stocks for five straight sessions, erasing all their AI purchases since the start of 2025. Morgan Stanley says funds have cut over 8% of total stock bets since June, the biggest retreat since at least 2017. Memory chipmakers Samsung, SK Hynix, Micron and SanDisk lost over $700 billion in under two weeks, and a big tech selloff erased $2 trillion from the market. Goldman says the unwind is closer to its start than its end.

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