The unwind of Situational Awareness isn't the only reason the AI trade is back

The hedge fund's forced selling was a clearing event, but earnings are sustaining the AI trade
Markets
TradeNews USA US markets desk (2026-08-07): The unwind of Situational Awareness isn't the only reason the AI trade is back The hedge fund's forced selling was a clearing event, but earnings are… Primary source: original at CNBC Top News (cnbc.com).
The unwind of Situational Awareness isn't the only reason the AI trade is back

The hedge fund's forced selling was a clearing event, but earnings are sustaining the AI trade