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The Columbia Seligman Global Technology Fund stated that, because it did not hold shares in major CPU companies such as Intel, it missed out on the stock price gains driven by the AI-fueled recovery in the server CPU market, which impacted its second-quarter performance.
In its second-quarter 2026 investor letter, the Columbia Seligman Global Technology Fund noted that by not holding shares in large central processing unit (CPU) companies such as Intel (NASDAQ:INTC), it missed out on the significant stock price gains driven by the recovery in the server CPU market fueled by agent-based artificial intelligence (AI).The fund stated that this lack of exposure ultimately weighed on its performance. Intel’s stock price has risen 313.54% over the past 52 weeks.
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Source：Yahoo财经 · Source Link
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