'Big Short' investor Michael Burry unpacks 'serious competition' for Nvidia that he thinks could shake up the AI trade

Michael Burry flagged a potential "disruption" for AI stocks that could stem from Etched, the tech startup hiring top Nvidia ...

Michael Burry Flags New AI Chip Startup By Harvard Dropouts As ‘Serious Competition’ For Nvidia

Founded in 2022, Etched has emerged as a closely watched AI chip startup after raising $700 million from Jane Street and ...

No, Seriously, Michael Burry Really Believes Palantir Technologies Is Worth Just $1!

The stock market has never had trouble producing extreme opinions, particularly when investors are trying to put a value on ...
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Tom Lee Takes On Michael Burry As $3 Trillion Enron Warning Hangs on AI Trade

Tom Lee pushes back on Michael Burry's Enron warning, saying $3 trillion in off-balance-sheet AI deals misreads the risk.

Nvidia Is Losing Top Talent to $21B AI Chip Rival: Michael Burry Sees 'Serious Competition'

Etched, a groundbreaking AI chip startup, is challenging Nvidia's dominance with its ultra-fast inference computing ...

Cramer sees memory stocks as the top AI beneficiaries in 2026 despite his usual caution with quick rallies

Jim Cramer highlights the AI-driven surge in memory stocks, with Sandisk and Micron gaining up to 584% YTD. Disciplined ...

Here’s why TeraWulf, CoreWeave, and Nebius stocks are falling

The ongoing WULF, CRWV, and NBIS stocks crash has happened because of the ongoing technology sell-off amid the rising bond ...
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Nebius NBIS stock prediction: $390 bull vs $130 bear

Nebius NBIS trades at $248.43 after a 454% revenue quarter. Our $390 bull vs $130 bear bracket, and why Michael Burry's short is an accounting argument.