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Reuters May 16

In the first quarter of 2026, institutional investors showed a strong interest in stocks of companies linked to artificial intelligence, with over 4,000 hedge funds and asset managers increasing their holdings in key players like Oracle and Arista Networks, while also actively purchasing data center stocks, despite a more selective approach towards AI giants and a general trend of selling within certain software sectors. #ArtificialIntelligence #InstitutionalInvestors #StockMarket #US #UAE #IN

Institutional investors boosted holdings of AI infrastructure plays during first quarter
R
Reuters May 15

In the first quarter of 2026, institutional investors significantly increased their stakes in companies linked to artificial intelligence, with over 4,000 of nearly 6,000 asset managers adding or initiating positions in key players like Oracle and Arista Networks, while showing more selectivity towards the "Magnificent Seven" AI giants amidst ongoing market uncertainties. #ArtificialIntelligence #Investing #InstitutionalInvestors #US #AE #IN

Institutional investors boosted holdings of AI infrastructure plays during first quarter