Investor Michael Burry, who famously called the 2008 housing collapse, has placed a multibillion-dollar wager targeting names at the center of the market’s artificial intelligence mania. The latest 13F filing from the U.S. Securities and Exchange Commission (SEC) shows that Burry’s Scion Asset Management is shorting Nvidia (NVDA) and Palantir (PLTR) by placing put positions to the tune of nearly $1.1 billion. According to the disclosure, Scion held puts representing more than five million shares of Palantir worth $912.1 million and one million shares of Nvidia worth $186.58 million in Q3 of 2025. The combined value of the bearish positions…
Author: Henry Kanapi
Henry Kanapi
Henry Kanapi is a journalist and editor covering the intersection of artificial intelligence, financial markets, and technology disruption. He has sourced, written, and edited thousands of stories on crypto, banking, and macroeconomics as Senior Editor at The Daily Hodl, where he helped shape coverage for an audience of over two million monthly readers. At CapitalAI Daily, Henry brings a decade of newsroom experience to fast-paced reporting on AI breakthroughs, market shifts, fraud cases, and regulatory battles. His focus is on accuracy, clarity, and exposing how money moves in the age of artificial intelligence. Henry’s work has been cited by leading financial outlets, investment firms, and research communities tracking the future of markets. He is committed to a high editorial standard rooted in transparency and trust.
Artificial intelligence has moved beyond answering questions and generating clever text. Today, a new wave of AI technology is quietly emerging, one that doesn’t just talk or suggest but acts. Some believe this shift will unlock a world where daily tasks melt away and businesses run smoothly, as people gain back time to think, create and live. Others worry it marks the beginning of work automation at scale, where machines don’t just assist humans, but perform entire workflows without them. Like every major technological leap, the truth isn’t in extremes. It’s in understanding. And the sooner you do, the more…
A wave of AI-linked borrowing is rippling through credit markets, as US tech giants tap debt markets to finance massive data-center expansion tied to the AI race. US companies have issued more than $200 billion in bonds this year to fund AI infrastructure, with deals from Meta, Alphabet and Oracle dominating the flow, reports The Financial Times. Analysts say the financing boom marks a new phase of the AI cycle — one where debt, not cash reserves, fuels hyperscale buildouts. They warn that the surge could reshape credit markets and stress other sectors as liquidity is being sucked into one…
US President Donald Trump rejects fears of an inflating AI bubble, saying that failure to secure the needed infrastructure to develop artificial intelligence is his real concern. In an impromptu interview, Trump noted that competitive urgency — not valuations or spending — is the defining risk for nations and companies. He says AI is a new industrial platform, comparing its strategic importance to past digital revolutions and warning that those without sufficient infrastructure risk being left behind. “Everybody wants AI because it’s the new internet. It’s the new everything. It’s one of the biggest things anyone’s ever seen. So everyone…
A portfolio manager at one of the world’s largest asset firms unveils the next stage of AI adoption that could spark the next growth phase for Mag 7 names. In a new CNBC interview, T. Rowe Price portfolio manager Tony Wang says the AI race is moving beyond model performance and into product execution, with emerging agentic systems expected to reshape consumer behavior and enterprise workflows. He says the next AI wave is one defined by automation that understands context and makes decisions, rather than simply responding to prompts. “I think that what matters going forward is agentic AI, and…
A major AI compute alliance is taking shape in Texas, as Microsoft teams up with IREN to secure next-generation Nvidia chips through a long-horizon cloud supply deal worth billions. In a new press release, IREN (IREN) announces that it has signed a five-year cloud services contract with Microsoft worth $9.7 billion, including a 20% prepayment. The multi-year deal gives Microsoft access to Nvidia’s GB300 systems, delivered in phases across IREN’s 750 MW Texas campus alongside liquid-cooled data centers that will power the next wave of model training and inference workloads. IREN, a former Bitcoin miner turned AI infrastructure operator, also…
A top enterprise software executive says AI agents will raise performance standards across industries, turning routine roles into higher-skill positions rather than eliminating them. In a new thread on X, Box CEO Aaron Levie says fears of mass white-collar displacement misunderstand the real shift underway, pointing to historical cycles where technology redefined jobs rather than wiping them out. He believes AI is a force that expands expectations rather than compressing opportunity, with enterprise software poised to benefit from rising productivity demands. “AI will largely automate tasks, not jobs. Even as AI agents get better at automating more of what we…
A pioneer of modern AI says the world may be racing toward a form of machine intelligence humanity is not prepared to control. Speaking in a new Bloomberg interview, Geoffrey Hinton – often called the “Godfather of AI” for his foundational work in neural networks – says the industry’s rapid progress and competitive dynamics are pushing developers toward systems that could surpass human capabilities. He says Big Tech is creating an alien race that has the potential to be far more intelligent than humans, and they are coming within a decade. “Suppose that some telescope had seen an alien invasion…
Elon Musk says AI may deliver one of the most dramatic economic shifts in human history, believing the technology can potentially eradicate poverty once and for all. In a new episode of the Joe Rogan Experience, Elon Musk says rapid automation and robotics will reshape labor markets at breakneck speed, making traditional employment optional as machines take over desk jobs and routine tasks. Musk says that while physical labor will take longer to automate, white-collar roles are already under pressure as AI systems handle information processing, communications and cognitive workflows once reserved for humans. “Anything that is not doing physical…
A major Wall Street bank believes Apple is approaching a pivotal moment in its AI rollout, signaling that iPhone users may soon see a sweeping upgrade to Siri’s intelligence and capabilities. In a new CNBC interview, securities analyst Wamsi Mohan says Apple’s next phase of device upgrades will hinge on AI, noting that consumers don’t need annual revolutionary features to upgrade—only meaningful improvements over multi-year cycles. Mohan also believes that Apple has a long runway to get its AI program right. “I think that period of time actually is quite large. If they were to extend this out for three…