What are the hedge funds shorting?

Katie Martin and Robin Wigglesworth discuss the current market mood, focusing on hedge funds' short positions in the U.S. stock market, particularly concerning AI-related companies. They analyze the increasing short interest in areas like Oracle and utilities due to their involvement with AI and data centers, and the potential risks associated with the surge in tech sector debt. They also touch on Michael Burry's short-selling experiences and the broader implications of a possible AI bubble burst, including the sectors most likely to be affected. In the Long Short segment, Wigglesworth shorts Bloom Energy, while Martin shorts crypto maxis.