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Hedge funds are pulling back from the stock market at the fastest rate seen in almost ten years.
Deirdre Bosa reported this trend, highlighting the rapid decrease in hedge fund exposure.
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Bosa has previously reported on large tech and AI-related expenditures, including Anthropic's SpaceXAI deal that could push Q2 compute costs to an estimated $3.1 billion per month at full capacity (full article). She also covered valuation dynamics among cloud providers, noting that Alphabet trades at the lowest forward earnings multiple compared to Microsoft and Amazon (story here). These reports provide context for her latest coverage of hedge fund positioning.