Billionaire investor Chamath Palihapitiya says Michael Burry’s short position against Palantir (PLTR) is fundamentally misguided, even if the company is trading at a premium valuation. In a new episode of the All-In Podcast, the billionaire venture capitalist says skeptics who ignore Palantir’s one-of-a-kind place in AI and business will suffer. Palihapitiya points out that, unlike MongoDB, Snowflake and other data infrastructure firms, Palantir’s business cannot be easily swapped out for a competitor. “Well, I think the Palantir short is stupid. And I think that those people will lose money. The thing that the people who are shorting this company don’t…
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.
Stanley Druckenmiller just reshuffled his AI exposure in a series of decisive moves, opening fresh positions worth more than $200 million across four companies while exiting Microsoft entirely. The latest data from the U.S. Securities and Exchange Commission (SEC) shows that Druckenmiller’s Duquesne Family Office purchased 437,070 shares of Amazon (AMZN) valued at $95.97 million in Q3 of 2025. He also opened a new stake in Meta Platforms (META), buying 76,100 shares valued at $55.89 million. Alphabet (GOOGL) is the third fresh entry. Duquesne picked up 102,200 Class A shares worth $24.85 million, giving the fund exposure to Google Cloud,…
Billionaire investor Ron Baron says Tesla’s (TSLA) long-term value remains vastly underestimated, with the potential for a multi-fold increase over the coming years. In a new CNBC interview, Baron, who took Baron Capital from $100 million in assets to $45 billion, says he sees TSLA exploding 6x on the back of the firm’s Optimus robotics project. “I’m thinking about $2,500 of where his stock’s going to be, Tesla’s stock’s going to be in 10 years. Well, Optimus is, I think, for him, the next sort of leg of this whole story. He thinks it’s the biggest thing ever. And so…
“Big Short” investor Steve Eisman is responding to Michael Burry’s warning that hyperscalers are inflating their earnings by adjusting depreciation schedules. Burry, a fellow “Big Short” investor, has recently argued that major tech firms could be overstating their future profitability by extending the lifecycles of AI chips and servers. According to Burry, Meta, Google, Oracle, Microsoft and Amazon will understate the depreciation of their AI hardware and distort the earnings picture by $176 billion, effectively committing modern era fraud. But Eisman notes that even if Burry’s argument is right on the money, it won’t matter at the end of the…
Shark Tank star Kevin O’Leary says the US is falling behind China in the race to power the next wave of artificial intelligence infrastructure. In a new Fox Business Interview, O’Leary says America’s biggest limitation is its electric grid, which he notes can’t support the scale of data center construction the AI boom now demands. He says he is directly involved in AI-related data center development and has seen a widening gap emerge between US and Chinese power capacity. “Yeah, we have the tech too, but I must tell you, right now, and I think others would agree with me…
JPMorgan Chase says a new surge in artificial intelligence spending will help push US investment-grade bond issuance to an all-time high next year. According to a new note from the bank’s credit strategists, total supply is expected to hit $1.81 trillion in 2026, reports Bloomberg. The full-year projection beats the previous record of $1.76 trillion set in 2020. Strategists Nathaniel Rosenbaum and Eric Beinstein say companies refinancing more than $1 trillion in maturing debt, alongside rising mergers and acquisitions and a boom in AI capital spending, will drive next year’s increase. JPMorgan says the renewed momentum in borrowing this year,…
Google is making its biggest state-level bet in company history, committing tens of billions of dollars to build out AI and cloud infrastructure across Texas. In a new press release from the Office of the Texas Governor, Greg Abbott, Google says the investment will anchor three new data center campuses and expand the company’s energy and workforce footprint statewide. Google says the $40 billion package is part of its broader “Investing in America” initiative, which targets large-scale technical infrastructure, expanded energy capacity and workforce development across the country. Abbott says Google’s investment cements Texas’s position as the main hub for…
Blackstone president Jon Gray is pushing back against rising claims that the artificial intelligence sector is in bubble territory. In a new video, Gray says talk of widespread excess in private credit, AI and the stock market may be overstated. He notes that it has become too easy for investors to lump several fast-growing sectors into bubble conversations without examining what is actually driving the investment wave. “They say there’s a private credit bubble, there’s an AI bubble, there’s a stock market bubble. And I think it’s too easy to just fall into the trap and say, ‘Oh yeah, all those…
Fidelity’s Jurrien Timmer says corporate insiders are dumping stocks at a pace not seen in more than two decades. In a new post on X, Fidelity’s director of global macro says the Vickers Insider Sell/Buy Index shows that insiders, like company CEOs and other executives, are unloading their holdings at a rate far outpacing buys amid bubble talks and risks tied to the AI buildout. “What is catching my eye is that while sentiment is leaning bullish among retail investors and Wall Streeters, corporate insiders are selling at the highest level since 2000. The chart below shows the Vickers Insider…
Legendary investor Warren Buffett has gobbled up tens of billions of dollars in AI names, including Apple (AAPL) and Amazon (AMZN). Fresh 13F data from the U.S. Securities and Exchange Commission (SEC) shows that Apple remains the fund’s crown jewel, as Berkshire Hathaway controls 238,212,764 shares worth more than $60.65 billion as of Q3 2025. AAPL remains Berkshire’s top holding, accounting for 22.69% of the firm’s portfolio of over $267.334 billion. But Berkshire dumped nearly 42 million shares of AAPL worth $10.6 billion in Q3, representing a 15% reduction from its Q2 2025 holdings. Berkshire also owns Amazon, where the…