Morgan Stanley initiated coverage of Nvidia's credit profile with a neutral rating, projecting that the chipmaker's total AI-related credit exposure could reach roughly $200 billion by the end of 2028…
Michael Burry, the investor known for 'The Big Short,' said on X that he sold his entire Alibaba stake and shifted capital to JD.com after Alibaba announced a $10.2 billion stock offering to fund AI p…
Alibaba's stock has fallen roughly 40% from its January high after the company reported a 75% plunge in quarterly net income to 10.5 billion yuan and announced a $10.2 billion share sale to fund AI in…
Michael Burry, the investor known for betting against the U.S. housing market, has sold his entire Alibaba stake and moved it into JD.com, saying he no longer plans to switch back. Burry's decision fo…
Michael Burry, the investor known for betting against the 2008 housing market, said in a Substack post on August 23 that he moved his entire Alibaba position into JD.com, citing Alibaba's HK$80 billio…
Michael Burry, founder of Scion Capital Management, said he sold his position in Alibaba Group Holding Ltd., calling the shares overvalued, and disclosed plans to build a 'large' position in JD.com In…
Michael Burry warned Friday that the AI data center boom mirrors the structural excesses preceding the 2008 financial crisis, citing circular financing, off-balance-sheet vehicles, and captive insurer…
Neocloud stocks TeraWulf, CoreWeave, and Nebius fell this week amid AI bubble fears and rising bond yields, with Nebius dropping to $241 from a high of $280, CoreWeave to $93, and TeraWulf to $15.62. …
Jim Cramer recommended four memory stocks on Monday, all up at least 188% year-to-date, citing AI-driven demand and disciplined supply as reasons for continued upside. Sandisk has surged 584%, Seagate…
Michael Burry, the investor known from 'The Big Short,' warned in a Substack post on Tuesday that Nvidia faces 'serious competition' from AI startup Etched, which has raised $700 million at a $21 bill…
Michael Burry, the investor known for the 'Big Short,' has re-established a bearish position on Palantir Technologies (NYSE: PLTR), including buying March 2027 $100 put options, and believes the AI so…
Etched, a San Jose-based AI chip startup founded by three 24-year-old Harvard dropouts, has raised its valuation to $21 billion after a $700 million funding round led by Jane Street, and has attracted…
A Wall Street Journal analysis found that nine major technology companies hold approximately $3 trillion in off-balance-sheet commitments tied to artificial intelligence infrastructure, roughly five t…
Nvidia has partnered with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish financing platforms aimed at mobilizing more than $500 billion in third-party capital for AI in…
Ram Bala, an associate professor of AI and analytics at Santa Clara University's Leavey School of Business, said the AI buildout is replicating Enron's financial tactics—off-balance-sheet financing, m…
Nebius Group, the Amsterdam-based AI infrastructure company, reported Q2 2026 revenue of $582.3 million, a 454% year-over-year increase, prompting Bank of America to raise its price target from $280 t…
Michael Burry, the investor known for 'The Big Short,' said the unassailable positivity around AI reminds him of the dot-com and housing bubbles, warning the mania could be 'orders of magnitude more d…
Nvidia is backing up to 25% of the residual value of its AI chips in a $500 billion financing push with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR, aiming to position GPUs as lon…
Michael Burry, the investor famed for betting against the 2003 housing bubble, recommended on X that readers revisit 'The Smartest Guys in the Room,' the 2003 book about Enron's collapse, writing 'His…
Nebius Group, the Amsterdam-headquartered AI cloud infrastructure company trading on NASDAQ under NBIS, reported Q2 2026 revenue that beat analyst expectations of roughly $570 million, surging 454% ye…