America’s biggest investor Michael Burry who famous for warning about the 2008 housing crisis has taken aim at two major ...

Fibonacci Retracements Explained: How to Spot Key Reversal Levels in 2026 Michael Burry shorts AI buyers, arguing Nvidia gets paid today while customers carry tomorrow’s infrastructure risk. Microsoft ...

HIVE chair Frank Holmes breaks down the chips-to-power trade behind the 13F: a mean-reversion bet on AI infrastructure. Frank Holmes is Executive Chairman of HIVE Digital Technologies, the first ...

Betting against AI still looks like a dangerous game. In particular, one fast-growing AI neocloud stock has surged more than ...

Burry focused particular attention on Nebius, questioning the pricing of short-term AI computing capacity. He cited the company's comments that some shorter-duration contracts could carry rates of $40 ...

Investor Steve Eisman warns the AI boom heavily depends on OpenAI and Anthropic, which drive much of the revenue for tech giants. He highlights risks from Chinese open models and concerns about AI ...

Michael Burry is pointing at a $770 billion AI spending wave and asking whether the money circling through hyperscalers, chip makers, and AI labs is creating real value or just the appearance of it.

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 ...

Steve Eisman is warning that the artificial intelligence boom has become increasingly dependent on the fortunes of just two ...

Let’s face it: Nvidia (NVDA) can’t grow the way it already has. The money now is in finding the next beaten-down or ignored stocks. So let’s learn from two Wall Street giants who spend their days ...

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