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DARK SECRETS: Steve eisman | Vintage Vibes

Meta’s AI Spending Math Is 'Astonishing,' Steve Eisman Says: Why Are Expenses Up 55%?

Meta (NASDAQ:META) delivered 28% revenue growth last quarter, but its costs and expenses rose nearly twice as fast, surging 55%.

Benzinga

'Big Short' Investor Steve Eisman Says AI Has an 'Achilles' Heel' — But It's Too Early to Short the Boom

“Big Short” investor Steve Eisman says the AI boom has an “Achilles’ heel”: its enormous dependence on OpenAI and Anthropic.

Benzinga

Careful MSFT, AMZN, ORCL Bulls: Trouble at OpenAI, Anthropic Could Trigger 'Sustained' AI Selloff, 'Big Short' Legend Says

Steve Eisman, the investor made famous by “The Big Short,” says the next leg down in the AI trade may start with two companies that aren’t publicly traded.

Benzinga

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Steve Eisman Says Cutting AI Capex Would Sink the Market. Spending Too Much Could Be Just as Dangerous for Hyperscaler Stocks.

Steve Eisman warns that cutting AI capital expenditures could trigger a broad market selloff. But investors should also consider whether ever-rising hyperscaler spending carries risks of its own.

Barchart

AI Wunderkind Leopold Aschenbrenner's $20 Billion AI Hedge Fund Is Raising Cash After AI Rout (UPDATED)

Editor’s note: the story has been updated with the latest reporting about Situational Awareness’s portfolio.

Benzinga

Steve Eisman Says He'd Be 'Petrified' Running OpenAI or Anthropic as Cheap Chinese Models Threaten Price War

Steve Eisman says he wouldn’t want to run OpenAI or Anthropic right now, and with both labs preparing to go public, the timing stings.

Benzinga

Big Short Legend Steve Eisman Says Google's $205-Billion AI Bill Finally Broke the Market's Patience

Steve Eisman, the investor made famous by “The Big Short,” says this week marked the moment investors stopped rewarding runaway AI spending, with Alphabet Inc. (NASDAQ:GOOGL) the biggest casualty.

Benzinga

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'Big Short' Investor Steve Eisman Says AI Has 'No Moats,' Which Is 'Not A Recipe For Longevity'

Steve Eisman, the investor made famous by “The Big Short,” warned this week that the artificial intelligence giants driving the stock market may lack the one thing that justifies their spending: a moat.

Benzinga

Big Short legend Steve Eisman says everyone is buying the wrong AI stocks

Eisman famously called the housing bubble. Now he sees investors miscalculating the AI trade.

Fortune

‘It Has Ticked Off Literally Everybody in the Lending World’: Why Billionaire Steve Eisman Is Shorting This Software Stock

This business has apparently gone too far with its price increases, and some lenders say they've had enough, even though the financials are soaring.

Barchart

'Big Short'-Fame Investor Steve Eisman Says 'Good Time To Buy' This 'Pretty Inexpensive' Insurance Stock: 'You Will Make Money Over Time'

Investor Steve Eisman, known for his role in the 2015 movie “The Big Short,” is backing a major insurance stock he believes is undervalued at current levels.

Benzinga

Michael Burry Hits Back At Critics: Accuses AI Companies Of 'Suspicious Revenue Recognition' And Depreciation Gimmicks: 'Fraud, Not A Flywheel'

Investor Michael Burry pushed back against critics who challenged his take on chip depreciation at hyperscalers like Meta Platforms Inc. (NASDAQ:META) and Oracle Corp. (NYSE:ORCL), while doubling down with fresh claims that top AI firms are inflating earnings through accounting maneuvers.

Benzinga

Steve Eisman Disagrees With Michael Burry On AI Depreciation Math: 'Don't Think His Concerns Matter That Much'

Investor Steve Eisman pushed back against Michael Burry's warning about how major technology companies are accounting for their AI infrastructure spending, saying that he does not believe the issue is as consequential as the famed hedge fund manager suggests.

Benzinga

This 'Big Short' Investor Owns Every Magnificent 7 Stock Except The One He Thinks Has A Cult-like Following

"Big Short" investor Steve Eisman's portfolio includes every stock in the Magnificent 7 except for one, whose shareholders he likened to a cult for their unwavering belief in its long-term future.

Benzinga

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Benzinga

Steve Eisman Dismisses 2008 Comparisons After Bank Earnings: 'Only Marginal' Credit Deterioration So Far, Not Enough To Raise Alarm Bells

Investor Steve Eisman, who famously predicted and bet against the 2008 financial crisis, is pushing back against fears of it repeating following recent bank earnings reports last week.

Benzinga

Trump's Tariffs 'Papered Over By AI' Are Quietly Hurting Economy: 'We've Only Seen Half Of...'

A massive wave of investment in artificial intelligence (AI) is masking significant economic damage caused by Donald Trump‘s tariffs, creating a deceptive picture of the U.S. economy's health, according to investor Steve Eisman and CNBC Senior Economics Reporter Steve Liesman.

Benzinga

'A Tale of Two Economies:' Steve Eisman Warns AI Spending Is Masking America's Weak Growth Reality — Rest Of Country 'Is Barely Growing'

Investor Steve Eisman, known for accurately calling the 2008 financial crisis, is sounding the alarm once again, this time on the growing disconnect between America’s booming tech sector and its stagnating broader economy.

Benzinga

Trump's Tariffs Could Spark US Factory Boom, Says 'The Big Short' Investor Steve Eisman: 'It's A Big Positive' In The Long Run

Investor and podcast host Steve Eisman said that while the tariffs imposed by President Donald Trump could weigh on the economy in the near term, they could set the stage for a U.S. industrial resurgence.

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Fortune

‘Big Short’ investor Steve Eisman warns the U.S. economy is a ‘tale of two cities’ that ‘is not even growing 50 basis points outside of AI’

Eisman said if you erase AI infrastructure spending from projected U.S. GDP growth for 2025, the economic picture exposes a struggling consumer.

Benzinga

UnitedHealth's Crown Jewel At Risk: Analyst Warns Optum Health Could Be 'Structurally Impaired' By Medicare Rule Changes

A leading Managed Care Analyst at Baird, Michael Ha, has a warning against UnitedHealth Group Inc.’s (NYSE:UNH) prized Optum Health division, which he believes could see headwinds as a result of recent government changes to Medicare Advantage risk coding.

Benzinga

Steve Eisman Says We're 'Not Yet' In A Bubble Amid A Hot IPO Market: 'People Can Get Carried Away, But Valuations Correct Quickly'

Investor Steve Eisman, best known for calling out the 2008 subprime debt crisis, weighed in on whether today's market resembles a bubble as IPOs surge and retail enthusiasm fuels big price swings.

Benzinga

The Big Short's Steve Eisman Dismisses 2025 Housing Crash Fears: 'People Just Love To Predict The End of The World'

Investor Steve Eisman, known widely for predicting the 2008 subprime mortgage crisis, which was dramatized in the 2015 movie The Big Short, says that he sees no signs of a similar crisis brewing in 2025.

Benzinga

Trump Trade Push 'Very Honorable,' Says 'The Big Short' Investor Steve Eisman — He's Fixing Clinton-Era Mistakes

Investor Steve Eisman, made famous by the 2015 movie “The Big Short,” says that he views President Donald Trump’s current trade and tariff regime as both justified and long overdue.

Benzinga

Trump's Trade War 'The Only Thing That Can Derail' A Strong US Economy, Says Steve Eisman — Tariff Story Is 'Far From Over'

Investor Steve Eisman, best known for betting against the housing market in the lead-up to the 2008 financial crisis, issued a sharp warning on what he sees as the single-biggest threat to the U.S. economy.

Benzinga

Steve Eisman of 'The Big Short' Fame Calls 3128% Opendoor Price Target 'Gutsy, Nuts, or Plain... Manipulative'

Former hedge fund manager Steve Eisman, known for his role in predicting the 2008 financial crisis, is sounding the alarm on what he sees as a resurgence of “meme” stock mania, this time centered around Opendoor Technologies Inc. (NASDAQ:OPEN).

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