Global Hedge Funds Rotate from AI Infrastructure to AI Monetization in July, Finds Data Insights

NEW YORK & LONDON, August 12, 2026--While July reflected a shift in market strength for stocks across the S&P 500 and technology-heavy indices, the overarching theme was investors moving away from AI infrastructure spending toward AI monetization. This signified investor scrutiny as to whether the massive spending on AI is starting to pay off. In leveraged semiconductor bets, a similar unwind took shape with investors trimming borrowed risk rather than exiting AI exposure entirely. For global he