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Shares don't trade like the "Big Tech" stocks, and their correlation to the space sector is "mixed," according to a new analysis.
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Concerns about inflation and more debt supply is hitting the fixed income sector.
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Firms avoid new equity investments as Beijing tightens scrutiny of foreign capital in sensitive sectors
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At the end of the first half of 2026, on the cusp of a major correction in the sector, more than three quarters of the Situational Awareness fund was betting on just five stocks, all of which were, in essence, one big bet on AI.
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