Mark Cuban warned on July 28 that Nvidia's vendor financing practices mirror the credit structures that fueled the dot-com bubble, saying 'One breakthrough in another chip provider, or a misstep, and …
Leopold Aschenbrenner's $45 billion hedge fund, Situational Awareness, collapsed in late July after a sharp downswing in AI stocks triggered margin calls, forcing a fire sale of most of its publicly t…
Michael Burry, the investor known for predicting the 2008 housing collapse, has fully exited his long position in Microsoft, closed his short position in Oracle, liquidated his January 2026 puts on Pa…
Michael Burry's Scion Asset Management bet against Palantir Technologies has paid off, with the stock falling roughly 37% from $200.47 on September 30, 2025, to $125.65 on Tuesday, but his parallel sh…
Investor Michael Burry, famed for 'The Big Short,' appears to have profited from his June 30 bet against the iShares Semiconductor ETF (SOXX), which fell 21% to $505 by July 31 after he shorted it at …
Michael Burry warned on 27 July that Big Tech's heavy AI spending is hurting stocks, with Amazon, Alphabet, Meta, and Microsoft expected to spend roughly $725B (£543B) on capital projects this year, w…
Nvidia Corp. is accelerating AI investments with new deals worth over $750 billion, including a $500 billion partnership with South Korea's SK Group and talks to finance up to $250 billion for OpenAI'…
Investor Michael Burry said Big Tech's heavy spending on artificial intelligence is dragging down the S&P 500, while Apple emerges as a winner. Burry argued that the market has voted against the massi…
Mark Cuban and Michael Burry warned that the AI boom is dangerously reliant on Nvidia, comparing its financing of customer purchases to the dot-com IPO bubble. Cuban said on X that Nvidia is acting as…
Nvidia is in talks to guarantee roughly $250 billion in lease and construction financing for a 10-gigawatt OpenAI data center campus in southern Ohio, the Wall Street Journal reported Saturday. The to…
Investor Michael Burry warned that AI-linked debt securities held by private equity-owned insurance companies pose a systemic risk, with higher interest rates potentially triggering a crisis. Burry sa…
Hedge fund manager Michael Burry increased bearish wagers on AI-linked stocks including Nvidia and Micron Technology, testing Beijing's stock market support as Moody's warned of debt risks from hypers…
Nvidia is in talks to guarantee about $250bn of financing for OpenAI to fund a vast new data centre in southern Ohio, according to the Wall Street Journal. The backstop would allow OpenAI to borrow wi…
Michael Burry's Scion Asset Management has increased its short position against Nvidia, adding to put options first disclosed in late 2025 and expanding bearish bets across the semiconductor sector wi…
Elon Musk said humanity should not press a stop button on artificial intelligence even if one existed, because the most likely outcome is 'incredible abundance for all.' In an interview with The Econo…
Billionaire investor Mark Cuban warned on the All-In podcast that many AI data centres being built today could become underused, joking they might end up as pickleball courts. Cuban expects breakthrou…
Mark Cuban joked on the 'All-In' podcast that many AI data centers could become pickleball courts if technological breakthroughs make AI cheaper and more power-efficient, rendering current computing c…
Enterprise AI transforms software from a fixed cost into a variable cost, with large language models billing per token like a taxi meter rather than a license. Running models on-premises trades usage-…
Star tech investor Gavin Baker, managing partner of Atreides Management, said Michael Burry's bearish Substack commentary on the AI boom is a 'godsend' because it provides credible warnings that help …
Founders, executives, and early investors in AI companies are selling their shares at a notable pace, with figures like Stanley Druckenmiller, Peter Thiel, and Michael Burry reducing or exiting positi…