A veteran predicts that a sharp reset is coming for AI stocks, saying spending trends have reached stratospheric levels. In…
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Billionaire Jeffrey Gundlach says he’s seeing a shocking turn of events as investors are now treating select corporate debt as…
A prominent strategist says the mechanics of one AI stock still resemble an early-stage rerating, comparing the setup to investors…
Famed short seller Michael Burry sounds the alarm on the financial backbone of the AI buildout, warning that accounting practices…
A top fund manager says the AI sell-off is creating selective buying opportunities, noting that the demand picture is stronger…
Michael Burry is pushing back against Palantir (PLTR) chief Alex Karp, escalating a public clash after the software CEO suggested…
Billionaire venture capitalist Chamath Palihapitiya says investors are moving into risk-off mode as profit-taking follows a strong tech earnings cycle.…
A top Wells Fargo strategist says the biggest drivers of the AI boom now represent the most meaningful risk to…
A high-profile market clash is emerging in the AI trade, as “Big Short” duo Michael Burry and Steve Eisman take…
Nvidia (NVDA) CEO Jensen Huang walks back his statement that he believes the second-largest economy will come out on top…