Nebius Group (NBIS) recently posted one of the best quarters any AI cloud company has reported all year. Revenue more than ...
“Big Short” investor Michael Burry is doubling down on his bet against the AI infrastructure boom, adding to short positions ...
Michael Burry of "The Big Short" fame said on his Substack that he's shorting Oracle and Nebius, and several AI companies ...
Michael Burry boosts shorts on Nebius, Micron, Oracle & SOXX, warning of an AI/semis bubble and “backwardation” signals.
Burry's short position on the neocloud company has intensified some investors' concerns about its future.
Betting against AI still looks like a dangerous game. In particular, one fast-growing AI neocloud stock has surged more than 200% in 2026, as investors continue to pour money into companies ...
Nebius has been one of 2026's most explosive AI infrastructure plays, but a rumor about a famous short-seller and a stretched valuation are rattling investors who are now eyeing the exits toward ...
Michael Burry bet against two of the hottest AI stocks on Wall Street, and this week their earnings reports delivered a direct challenge to the core of his short thesis.
Michael Burry reveals new shorts in Oracle and Nebius, warning of rising leverage and off-balance-sheet risks in tech/cloud—see his picks and act now.
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