Mutual funds remain sharply underweight Nvidia, AI stocks
Reported by Seeking Alpha · seekingalpha.com · August 20, 2026
Goldman chart shows large-cap mutual funds underweight NVDA most among AI stocks, with AMD, GOOGL & MSFT also light.
What the tape says
What to watch: Monitor chip inventory cycles — overhang periods precede sharp upside moves in semis.
Market reaction today: $NVDA -2.91%
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