Hedge funds purchased U.S. tech stocks at the fastest pace since mid-2025, with semiconductor and semicap companies leading net long additions. This buying spree explains September gains in stocks like INTC, BE, and NBIS, though the timing coincided with an essay release that may have caused incorrect repricing of AI infrastructure and capex growth in a supply-tight computing environment.
A critique alleging that Anthropic has constructed a self-reinforcing financial and media network to amplify AI safety concerns, secure regulatory advantages, and increase company value through interconnected funding of evaluators, safety organizations, and media outlets that promote AI doom narratives.