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Hedge funds 'doubling down' on AI are fleeing software stocks: Goldman

Cnbc · · 1414 words · By Justina Lee
Digital Advertising Data Collection User Privacy
open_in_new Read the original article: https://www.cnbc.com/2026/05/25/hedge-mutual-funds-semiconductors-software-goldm…

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8 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

info Single Source 8
info
“Versant Media LLC and its affiliates (“Versant,” “our,” “us,” or “we”), along with our partners, including advertisers and vendors, use cookies and similar tracking technologies on our websites, applications, and other online services”
SINGLE SOURCE
While there are multiple cross-references, they all originate from a single source (CNBC). There are no independent second sources to corroborate the claim.
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cross reference SUPPORTS — Versant Media LLC and its affiliates (“Versant,” “our,” “us,” or “we”), along with our partners, including advertisers and vendors, use cookies and similar tracking technologies on our websites, appli…
https://cnbc.com/2026/05/13/allegiant-sun-country-acquisitio…
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cross reference SUPPORTS — Versant Media LLC and its affiliates (“Versant,” “our,” “us,” or “we”), along with our partners, including advertisers and vendors, use cookies and similar tracking technologies on our websites, appli…
https://cnbc.com/2026/05/08/toyota-1q-2026-earnings.html
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cross reference SUPPORTS — Versant Media LLC and its affiliates (“Versant,” “our,” “us,” or “we”), along with our partners, including advertisers and vendors, use cookies and similar tracking technologies on our websites, appli…
https://cnbc.com/2026/04/22/japans-exports-expand-11point7pe…
+ 2 more evidence sources
info
“we use cookies, which are small text files placed on your computer or device when you utilize our Services”
SINGLE SOURCE
All provided evidence comes from a single source (CNBC). No independent corroboration is available.
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cross reference SUPPORTS — we use cookies, which are small text files placed on your computer or device when you utilize our Services
https://www.cnbc.com/2026/04/29/visa-shares-jump-on-strong-r…
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cross reference SUPPORTS — we use cookies, which are small text files placed on your computer or device when you utilize our Services
https://cnbc.com/2026/04/22/japans-exports-expand-11point7pe…
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cross reference SUPPORTS — we use cookies, which are small text files placed on your computer or device when you utilize our Services
https://cnbc.com/2026/05/13/allegiant-sun-country-acquisitio…
+ 2 more evidence sources
info
“We may use different types of cookies, such as HTTP cookies, HTML5, and Flash local storage/flash cookies.”
SINGLE SOURCE
The claim is only supported by a single source (CNBC).
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cross reference SUPPORTS — We may use different types of cookies, such as HTTP cookies, HTML5, and Flash local storage/flash cookies.
https://www.cnbc.com/2026/04/29/visa-shares-jump-on-strong-r…
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cross reference SUPPORTS — We may use different types of cookies, such as HTTP cookies, HTML5, and Flash local storage/flash cookies.
https://cnbc.com/2026/05/08/toyota-1q-2026-earnings.html
info
“we may use other tracking technologies in the same way, such as web beacons/GIFs, pixels, embedded scripts, ETags/cache browsers, and software development kits”
SINGLE SOURCE
The claim is only supported by a single source (CNBC).
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cross reference SUPPORTS — we may use other tracking technologies in the same way, such as web beacons/GIFs, pixels, embedded scripts, ETags/cache browsers, and software development kits
https://www.cnbc.com/2026/05/04/em-rotation-industrial-stock…
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cross reference SUPPORTS — we may use other tracking technologies in the same way, such as web beacons/GIFs, pixels, embedded scripts, ETags/cache browsers, and software development kits
https://cnbc.com/2026/05/08/toyota-1q-2026-earnings.html
info
“Cookies may involve the automatic collection and storage of information, such as your IP address, a unique identifier, and/or other data about you and your device.”
SINGLE SOURCE
The claim is only supported by a single source (CNBC).
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cross reference SUPPORTS — Cookies may involve the automatic collection and storage of information, such as your IP address, a unique identifier, and/or other data about you and your device.
https://www.cnbc.com/2026/05/04/em-rotation-industrial-stock…
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cross reference SUPPORTS — Cookies may involve the automatic collection and storage of information, such as your IP address, a unique identifier, and/or other data about you and your device.
https://cnbc.com/2026/05/13/allegiant-sun-country-acquisitio…
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cross reference SUPPORTS — Cookies may involve the automatic collection and storage of information, such as your IP address, a unique identifier, and/or other data about you and your device.
https://cnbc.com/2026/05/08/toyota-1q-2026-earnings.html
info
“Cookies might also be used to share your information, including: to Versant; to another party on our behalf; and/or to a third party (e.g., an advertising or marketing partner)”
SINGLE SOURCE
The web search results provided do not contain information regarding the specific use of cookies to share information with third parties; they discuss data controllers and general company news.
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web search NEUTRAL — Jan 5, 2026 ... Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and ...
https://www.cnbc.com/video/2026/01/05/versant-media-debuts-o…
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web search NEUTRAL — The data controller of your personal data will be the Versant company which provides the Versant Services to you or does business with you. Please note that ...
https://www.versantprivacy.com/privacy
travel_explore
web search NEUTRAL — ... ITS-KIND TECHNOLOGY TO SIMPLIFY BOOKING · GolfNow. Featured image for article: A'JA WILSON AND CAITLIN CLARK HEADLINE USA SPORTS'. Visit Article. May 12, 2026.
https://www.versantmedia.com/
info
“For certain Services, Versant participates in the IAB Europe Transparency & Consent Framework and complies with its Specifications and Policies.”
SINGLE SOURCE
All provided evidence comes from a single source (CNBC).
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cross reference SUPPORTS — For certain Services, Versant participates in the IAB Europe Transparency & Consent Framework and complies with its Specifications and Policies.
https://cnbc.com/2026/05/08/stocks-making-the-biggest-moves-…
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cross reference SUPPORTS — For certain Services, Versant participates in the IAB Europe Transparency & Consent Framework and complies with its Specifications and Policies.
https://www.cnbc.com/video/2026/05/04/watch-cnbcs-full-inter…
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cross reference SUPPORTS — For certain Services, Versant participates in the IAB Europe Transparency & Consent Framework and complies with its Specifications and Policies.
https://cnbc.com/2026/05/08/toyota-1q-2026-earnings.html
+ 2 more evidence sources
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“please contact us at privacy@versantmedia.com or Chief Privacy Officer, Versant Legal Department, 900 Sylvan Avenue, Englewood Cliffs, NJ 07632, USA”
SINGLE SOURCE
The contact information is only provided by a single source (CNBC).
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cross reference SUPPORTS — For inquiries about this Cookies Notice, please contact us at privacy@versantmedia.com or Chief Privacy Officer, Versant Legal Department, 900 Sylvan Avenue, Englewood Cliffs, NJ 07632, USA
https://www.cnbc.com/2026/05/04/em-rotation-industrial-stock…
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cross reference SUPPORTS — For inquiries about this Cookies Notice, please contact us at privacy@versantmedia.com or Chief Privacy Officer, Versant Legal Department, 900 Sylvan Avenue, Englewood Cliffs, NJ 07632, USA
https://cnbc.com/2026/05/13/allegiant-sun-country-acquisitio…
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.