Bernstein Shoots Down Michael Burry’s Claim of Hyperscaler Earnings Distortion, Says GPU Can Run for Six Years Markets & Investments November 18, 2025 Bernstein is pushing back hard on the narrative that hyperscalers are hiding losses behind aggressive depreciation schedules, noting that AI…
Nvidia, Broadcom, AI Trade Rallies Sustainable for Longer, Says $785 Billion Asset Manager Bernstein – Here’s the Firm’s Timeline Markets & Investments October 3, 2025 A leading Wall Street firm says the powerful rally in the AI trade still has room to run to the…
