Controversial investor Michael Burry says he’s looking at one pick-and-shovel trade in the AI boom that could be a candidate…
Browsing: Markets & Investments
Michael Burry is escalating his critique of the AI boom, questioning how long Big Tech can sustain its data center…
Gavin Baker’s tech-focused hedge fund has sold off its holdings in Meta (META) and AMD (AMD) while rotating aggressively into…
Rebecca Patterson says capital is continuing to move out of the United States, and that shift could keep pressure on…
A Goldman Sachs sector specialist believes one sector is offering a golden opportunity for investors after the recent sell-off reset…
Steve Eisman is warning that stress in private credit may be the early stage of a broader liquidity problem, drawing…
The hedge fund managed by billionaire Bill Ackman unloaded more than a billion dollars in Alphabet (GOOGL), while splurging on…
Billionaire investor Ray Dalio is endorsing a bipartisan effort in Congress to cap the federal budget deficit at 3% of…
Brad Gerstner’s tech-focused investment firm is close to abandoning a premier data center play while deploying hundreds of millions of…
A veteran trader is drawing a direct line between the early days of the subprime crisis and a sudden freeze…