Hedge funds continued to rebuild US tech positions this week. That's 3/3 weeks now where HFs net bought tech stocks - mainy driven by BOTH semiconductor and software longs. On the whole, the discourse around AI pacing and the Fed rate hike decision were largely ignored/digested with institutions seeming to acknowledge that there's no AI infra bubble. Overall, this is probably a sign of growing positive sentiment after a rough July.

Exclusive: Nepal plans to rebuild an early-warning system for landslides on part of its border with China, installing seismic sensors, cameras and a satellite link, a week after a glacial flood killed more than 1,000

America cannot rebuild its arsenal one year at a time. The #FY27NDAA# expands multiyear procurement for critical systems, giving manufacturers the certainty they need to invest, expand production capacity, and deliver more capabilities to our warfighters. 🇺🇸 Read More: