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60/100 Bearish 12.08.2026 · 09:03 Finrend AI ⏱ 1 dk 👁 5 TR

Hedge Funds Cautious Toward AI Rally

Following sharp sell-offs in AI stocks in July, major money managers have begun adjusting their strategies. Hedge funds have increased short positions in some AI infrastructure companies while reducing exposure to major players like Nvidia. This indicates a more cautious approach toward the most fragile segments of the rally. Amid concerns over overvaluation in the AI sector, investors have sought protection against market volatility by increasing short positions, particularly in infrastructure companies. In contrast, there is a trend of risk reduction in leading firms such as Nvidia. These developments reflect uncertainties about the sustainability of the AI rally. These moves by hedge funds reinforce expectations that the correction in AI stocks could deepen. However, market participants are divided on whether these position changes represent a short-term strategy or a permanent shift. Profit margins and growth expectations of technology companies, in particular, continue to be decisive factors in investors' decisions. Experts emphasize that the long-term potential of AI investments remains intact, but caution is warranted against overvaluation risks in the short term. The cautious stance of hedge funds points to a decline in overall risk appetite in the market. In the coming period, company earnings and macroeconomic data will be key determinants for the direction of AI stocks. This is not investment advice.

📊 NVDA — Piyasa Yorumu

▼ down · 60%

Hedge funds' cautious stance toward the AI rally may create short-term selling pressure on AI stocks such as NVDA. Technically, the price is below the 20-day moving average, and the RSI at 47.6 indicates weak momentum. The MACD remains below the signal line, supporting a bearish trend. However, the price staying above the 50-day average and the latest close near this level suggest that the downside may be limited. A sideways-to-negative movement can be expected in the short term.

RSI 14
47.6
MACD
0.11
24h Δ
-1.33%

📊 AMD — Piyasa Yorumu

▼ down · 60%

Hedge funds' cautious approach to the AI rally could create short-term pressure on AI-focused stocks like AMD. Technical indicators support this view, with the RSI at 45 in the weak zone and the MACD negative, indicating downward momentum. The price is just below the 20-day moving average and significantly below the 50-day average, suggesting that selling pressure may persist. The 3.8% decline over the last 24 hours could accelerate on the back of this news. However, since we are not in oversold territory, the downside is likely to remain limited.

RSI 14
45.4
MACD
-4.41
24h Δ
-3.84%

📊 MSFT — Piyasa Yorumu

■ neutral · 55%

Hedge funds' cautious stance toward the AI rally could create short-term pressure on AI-focused stocks such as MSFT. However, technical indicators are sending mixed signals: RSI is neutral at 57, MACD remains below the signal line, and the price is nearly at the same level as the SMA20. The 1.3% gain over the last 24 hours appears to have partially offset the impact of the news. Therefore, the direction is unclear, and the market is likely to trade sideways.

RSI 14
57.0
MACD
2.68
24h Δ
1.30%

📊 GOOGL — Piyasa Yorumu

▼ down · 65%

GOOGL shares have declined 3.86% over the past 24 hours, with the RSI at 26.5, indicating oversold conditions. The MACD is in negative territory and below the signal line, suggesting weak short-term momentum. The price is trading below both the 20-day and 50-day moving averages, which paints a negative technical outlook. Hedge funds' cautious stance toward the AI rally could reduce risk appetite for tech stocks and create additional selling pressure on GOOGL. However, oversold conditions may trigger a short-term bounce, so I do not express a high-conviction bearish expectation.

RSI 14
26.5
MACD
-3.75
24h Δ
-3.86%
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