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The Latest Breaking News from Michael Burry

Michael Burry Blames Nvidia 'Mafia-Like' Behaviour For OpenAI Oracle Deal Collapse

Michael Burry accuses Nvidia of anti-competitive tactics in a major AI infrastructure deal with OpenAI and Oracle, raising antitrust concerns in the semiconductor market.

International Business Times UK

Billionaire Peter Thiel Sells Entire Nvidia Stake Worth $100M And Invests In Two Tech Giants

Billionaire Peter Thiel shocks investors by selling his $100M Nvidia stake and shifting funds into Apple and Microsoft.

International Business Times UK

Michael Burry Blames Gold Price Decline From January Highs on Bitcoin Bloodbath

Michael Burry said in an X post that the massive gold price correction at the end of January was related to falling Bitcoin prices.

International Business Times UK

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What if the AI bubble pops?

AI hype fades, but outcome-driven enterprise applications deliver lasting, measurable business value.

TechRadar

OpenAI's Department of Defense Partnership Backfires – ChatGPT Dethroned as Claude Tops US App Charts

Claude surpasses ChatGPT in US app rankings following OpenAI's controversial Pentagon deal, sparking user backlash and ethical debates

International Business Times UK

Big Short's Burry Goes Long on Adobe After Betting $1.1bn Against AI Stocks

Michael Burry, who bet against Nvidia and Palantir with put options worth $1.1bn, has reportedly taken a long position in Adobe, sending shares up nearly 4% on Tuesday.

International Business Times UK

Michael Burry Says China Tech Stocks Need Re-evaluation as Cayman Island Shell Trap Looms

Michael Burry voiced concerns about the structural integrity of Chinese tech stocks, claiming that the majority of investors don't really own the companies they think they are betting on.

International Business Times UK

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Want to Invest Like Michael Burry? 3 Stocks to Sell Now.

Michael Burry is questioning the AI spending spree by the tech giants. Should investors be trimming their positions on these popular names now?

Barchart

Big Short's Michael Burry Says Pentagon's Claude Phaseout Shows Government Can't Rely on Palantir Alone

Anthropic's Claude AI leads US app downloads, surpassing ChatGPT, following the Pentagon's blacklist due to refusal to ease safeguards for military use of its AI model.

International Business Times UK

‘This is Not Business as Usual. This is Risk’: Michael Burry Warns Nvidia Looks Strikingly Similar to Cisco Just Prior to Dot Com Bubble Crash

Michael Burry, the investor immortalized in The Big Short for predicting the subprime mortgage collapse, is raising fresh alarms about Nvidia (NVDA) , the semiconductor giant at the heart of the artificial intelligence (AI) boom. In a recent Substack post published Thursday, Burry argued that Nvidia’s latest financial disclosures reveal...

Barchart

Michael Burry Still Doesn’t Understand Google’s AI Spending. Should You Ditch GOOGL Stock Here?

As Alphabet goes all-in on AI, writing billion-dollar checks, Michael Burry waves a caution flag. Should investors stick around or pull back for now?

Barchart

'We expect supply constraints to be the headwind to gaming in Q1 and beyond' says Nvidia, although it claims demand and inventory levels are 'healthy'

A tempering of expectations, perhaps?

PC Gamer

Michael Burry Reveals 'Sinister' Accounting Tricks of Mag 7 Firms to Inflate Earnings by Over 20%

Michael Burry has claimed that major US tech firms are using accounting tricks to conceal AI infrastructure costs and are 'understating depreciation' to protect their bottom lines.

International Business Times UK

Palantir Just Opened a New DoD Door—What Changes Now?

Palantir won DISA Impact Level 6 authorization for sensitive DoD cloud workloads. See why it matters, how commercial growth helps, and key chart levels.

MarketBeat

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Barchart

Michael Burry Says Palantir Is Worth Only $46. Here's Why He's Wrong

Michael Burry paints a grim valuation of Palantir, but overlooks the company's accelerating commercial success and AI platform momentum, which analysts believe point to substantial further gains.

Euronews

Analysis: Will Big Tech's colossal AI spending crush Europe's data sovereignty?

Big Tech companies are going all in on AI development, raising their projected capital expenditure to over $700bn (€590bn) this year, an increase of roughly 75% compared to 2025.

MarketBeat

Palantir Is Down 27%, But the Long-Term Math Still Favors Bulls

Palantir has captured only a small slice of its massive TAM. Strong margins and AI-driven demand suggest long-term growth despite recent PLTR stock volatility

MarketBeat

Insiders Buy 3 High-Risk Stocks—Here’s What’s Driving the Moves

From the original meme stock to the rare earth market's new kid on the block, insiders are buying into these three names.

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Barchart

The Shocking Reason This Analyst Says Michael Saylor and MicroStrategy Stock Will Take Bitcoin Prices to $0

Michael Saylor's goal of dominating Bitcoin may very well be the downfall of both MSTR stock and BTC.

Barchart

Should You Buy the Dip in This Oversold Michael Burry Stock?

Michael Burry says he’s happy with MOH stock, even as Molina Healthcare stock crumbles 25% on disappointing guidance. But are MOH shares really worth buying today?

Barchart

A $680 Billion Headwind Faces These 4 Tech Stocks. Should You Sell Them Now?

Echoing Michael Burry, Morgan Stanley warns that hyperscalers face huge depreciation costs. This puts ORCL, GOOGL, MSFT, and META back in the spotlight.

PC Gamer

That dude from The Big Short says crypto experienced a 'collateral death spiral' as bitcoin hits a 16-month low, while other analysts predict worse to come

That's bad, right?

MarketBeat

Palantir and Woodward Jumped on Earnings Beats—Here Are 3 More Setups to Watch

Guidance is driving earnings winners this season, with Palantir and Woodward as examples, plus 3 stocks to watch ahead of reports: Vertiv, EMCOR, and NVIDIA.

Barchart

Bullish Price Surprise: GameStop’s Ryan Cohen Is No Warren Buffett

Michael Burry made a fortune betting against the U.S. housing market. He believes GameStop CEO Ryan Cohen is a Warren Buffett in waiting. Here are three reasons why that’s not the case and why bullish investors should tread carefully.

Barchart

GameStop Insider Lawrence Cheng Is Buying GME Stock. Should You?

As Ryan Cohen sparks M&A hopes, a GameStop insider is buying shares. Here's what investors should know right now.

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