Michael Burry says AI chip startup Etched could pose serious competition to Nvidia stock as the heavily funded rival rapidly ...

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

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.

The ongoing WULF, CRWV, and NBIS stocks crash has happened because of the ongoing technology sell-off amid the rising bond ...

Nvidia’s Aug. 14 SEC 13F filing discloses $21 billion in SpaceX equity and $30 billion in Intel stock -- the same companies pledging chip exclusivity to Nvidia. Analysts flag circular investment risk ...

Nebius stock bounced back this week, reaching its highest level since June 30 this year, up by 90% from its lowest point in ...

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 Group shares soared 34% following Q2 results showing revenue of $582.3 million, representing a 454% year-over-year increase The same day, Michael Burry expanded his short position, describing ...

On August 12, the legendary ‘Big Short’ investor Michael Burry continued his busy trading week by unveiling a new series of long and short trades. Notably, ZTS has been trading relatively flat for ...

Michael Burry boosts shorts on Nebius, Micron, Oracle & SOXX, warning of an AI/semis bubble and “backwardation” signals.