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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
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What to know about Digital Advertising

This Cookie Notice (“Notice”) explains how 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…

Claims checked 8
Techniques found 1
Topics 3

Coverage spectrum

Coverage gap: Low Left coverage
Left0%
Center100%
Right0%

2 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

This Cookie Notice (“Notice”) explains how 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…

Why it matters

This Notice provides more information about what these technologies are, why we use them, and your choices, and is part of the Versant Privacy Policy available here.

Common ground

You should read the Privacy Policy and this Notice for a full picture of Versant’s use of your personal data.

Perspective signals

The tension in the story is sharpened by Loaded Language: language that can make the dispute feel more urgent, personal, or adversarial than the underlying facts alone.

open_in_new Read the original article: https://www.cnbc.com/2026/05/25/hedge-mutual-funds-semiconductors-software-goldm…

psychologyPropaganda Techniques Detected

eFinder identified 1 propaganda technique in this article. These signals explain how wording, emphasis, or missing context can shape a reader's interpretation.

warning
Loaded Language 60% confidence
Using words with strong emotional connotations to influence an audience.
Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.
Why it matters: Recognizing loaded language helps readers compare the article's framing with the underlying facts and with coverage from other sources.

fact_checkClaims Checked

eFinder analyzed this article and checked 8 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

info Single Source 8
info
Claim 1: “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…
compare_arrows
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
compare_arrows
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
Claim 2: “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).
compare_arrows
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
Claim 3: “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).
compare_arrows
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…
compare_arrows
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
info
Claim 4: “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).
compare_arrows
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…
compare_arrows
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
Claim 5: “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.
travel_explore
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…
travel_explore
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
Claim 6: “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).
compare_arrows
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…
compare_arrows
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…
compare_arrows
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
Claim 7: “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).
compare_arrows
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…
compare_arrows
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
Claim 8: “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.
compare_arrows
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…
compare_arrows
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…
compare_arrows
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 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.