Tuesday, 31 March, 2026
Hedge Funds Double Down on Big Tech as AI Boom Revives Market Optimism
By Isha
In Q2 2025, major U.S. hedge funds—including Bridgewater Associates, Tiger Global, and Coatue—significantly increased their investments in Big Tech and AI-focused stocks amid a resurgence in tech optimism. Bridgewater more than doubled its Nvidia holdings to $1.14 billion and boosted stakes in Alphabet, Microsoft, Broadcom, and Palo Alto Networks. Discovery and Tiger Global expanded bets across Meta, CoreWeave, Amazon, and Lam Research, while Coatue backed Arm, Oracle, and CoreWeave.
Read full story at Economic Times