NBIS Stock Surges 30% After Earnings, Defying Michael Burry's Bet Against Nebius Nebius stock soars on blowout Q2 earnings. Wall Street continues to see further upside in NBIS shares. Barchart · Aug 12
CoreWeave proves Nvidia's aging AI GPUs from 2020 can generate profit nine years after deployment, signs A100 contracts into 2029 — power constraints and legacy infrastructure keep old GPUs profitable CoreWeave reported $2.58 billion in quarterly revenue, up 112% year over year. Tom’s Hardware · Aug 12
Nebius Jumps 20% Days After Michael Burry Said His AI Shorts Were Like ‘Shooting Fish in a Barrel’ Nebius Group N.V. (NASDAQ:NBIS) shares jumped over 20% Wednesday, days after Michael Burry disclosed a short position, as the AI infrastructure company said the expected payback period on its latest deals had fallen below two years. Benzinga · Aug 12
Michael Burry Calls Nvidia’s $500 Billion AI Financing Push a ‘Wall Street Stunt’: ‘Meet the New Boss…' Famed investor Michael Burry has targeted Nvidia Corp.’s (NASDAQ:NVDA) push to unlock over $500 billion in artificial intelligence infrastructure financing, calling the initiative a “Wall Street stunt” that relies on opaque private credit arrangements. Benzinga · Aug 12
Nebius Earnings Preview: Michael Burry Is Short but Prediction Markets See Nvidia, Meta Taking Center Stage Michael Burry is short Nebius Group N.V. (NASDAQ:NBIS) at $211.77, describing his latest bearish bets as “a bit like shooting fish in a barrel.” Benzinga · Aug 11
As Greg Abel Deploys Cash, Michael Burry Argues Berkshire Hathaway Is No Longer 'An Attractive Investment' Michael Burry cites concerns that Abel is deploying the company’s large cash reserves too aggressively instead of waiting for exceptional opportunities. Barchart · Aug 11
Michael Burry Calls Time on Berkshire Hathaway, Says It Has Lost Buffett's 'Fat Pitch' Discipline Michael Burry says Berkshire has lost Buffett's patience as Greg Abel deploys cash and steps up share buybacks International Business Times UK · Aug 11
Michael Burry Took a Bearish Bet Against Oracle. Here’s What It Means for ORCL Stock. Burry is betting against Oracle as the company ramps up AI infrastructure spending and takes on billions in future commitments. Barchart · Aug 11
Without Warren Buffett, Berkshire Hathaway is no longer an attractive investment: ‘Big Short’ fame Michael Burry Veteran investor Michael Burry said Berkshire Hathaway has lost its investment appeal after Warren Buffett’s succession, arguing that Greg Abel may lack Buffett’s patience for major opportunities. Burry also flagged concerns over Berkshire’s large cash pile, saying its recent moves appear more strategic than investment-focused. The Economic Times · Aug 11
Michael Burry vs. Nvidia: What to Know as Burry Bets Against Nvidia-Backed Nebius Stock Michael Burry is betting against Nebius over its massive AI infrastructure spending, but strong customer commitments and surging demand could make the short thesis harder to justify. Barchart · Aug 10
With a $40 Billion Backlog, Nebius Stock Appears Positioned for Sustained Growth Michael Burry disclosed a short position in Nebius Group that was initiated at $211.77 per share. Barchart · Aug 10
Michael Burry's Latest Call: Berkshire Isn't Warren Buffett Anymore Michael Burry is done with Berkshire Hathaway Inc. (NYSE:BRK), and he’s not being subtle about it. Benzinga · Aug 10
Elon Musk vs Michael Burry: World's richest man says AI internet traffic will outpace humans, market expert asks who is paying Elon Musk says AI agentic traffic will eventually vastly exceed human internet usage, while Michael Burry questions who will pay for AI agents. The contrasting views highlight a broader debate over AI’s rapid expansion, massive infrastructure spending and whether the technology can generate enough economic value to justify current valuations. The Economic Times · Aug 10
Michael Burry Warns Berkshire CEO Greg Abel Lacks Warren Buffett’s ‘Patience for the Fat Pitch:' ‘My Biggest Fear…Has Come True’ Famed investor Michael Burry has sharply criticized Berkshire Hathaway Inc.‘s (NYSE:BRK) new CEO, Greg Abel, claiming he lacks predecessor Warren Buffett‘s renowned discipline and “patience for the fat pitch.” Benzinga · Aug 10
International Business Times UK · Aug 7 'Big Short' Michael Burry Bets Against Oracle and Nebius: Says AI Profits Don't Add Up Michael Burry reveals short positions against Oracle and Nebius, alleging that cloud companies are understating depreciation by extending the useful life of assets by artificially boosting earnings.
Barchart · Aug 6 Palantir's Risk-Reward Ratio Is Not Attractive. Here's Why. The high valuation of PLTR stock, competition concerns, and a potential threat to revenue all make shares unattractive.
International Business Times · Aug 6 The S&P 500 Rally Is Sparks Bubble Fears. A Chart Analyst Sees Warning Signs BTIG's Jonathan Krinsky says the S&P's rare four-day surge has occurred only a handful of times in three decades, including just before the 2000 market peak.
Benzinga · Aug 6 Cathie Wood Buys $17.6 Million of Nvidia Stock as SpaceX's GPU Bet Fuels Optimism, Dumps Palantir Stock as Michael Burry's Short Bet Lingers On Wednesday, Cathie Wood-led Ark Invest executed significant trades involving Space Exploration Technologies Corp (NASDAQ:SPCX), NVIDIA Corp (NASDAQ:NVDA), Circle Internet Group, Inc. (NYSE:CRCL), and Palantir Technologies Inc. (NASDAQ:PLTR).
International Business Times · Aug 5 Investor Who Predicted The 2008 Financial Crisis Issues Fresh Warning: 'Possible a 1987-Type Fall" Michael Burry reiterated his warning that U.S. stocks may be approaching a major market peak, saying conditions resemble those before the 1987 crash even as the S&P 500 and Nasdaq continued their rally.
Benzinga · Aug 5 'The Big Short' Investor Michael Burry Holds His Ground on Nvidia, Tesla and Other Shorts— Warns Of 1987-Style Crash: 'It Is Possible We Are Near...' Michael Burry, famed for predicting the 2008 financial crisis, is maintaining his bearish stance despite the S&P 500 hitting record highs, warning that the market rally could still end in a steep sell-off.
Barchart · Aug 4 Why Michael Burry Is Doubling Down on DraftKings Stock As prediction markets shake up sports betting, Michael Burry is betting the odds will swing back in DraftKings' favor.
Barchart · Aug 3 The Bull Case for Zoetis Stock as Michael Burry Doubles Down Michael Burry has chosen to believe in Zoetis’ growth story by increasing his position.
Barchart · Aug 3 You Hit Micron’s Bear Thesis Every Time ChatGPT Says ‘Start a New Chat.’ Burry’s MU Short Might Be Onto the Same Thing. Michael Burry’s latest Micron short highlights a long-term bear case that hinges on AI breakthroughs reducing future memory demand.
Benzinga · Jul 31 Michael Burry Just Turned His Guns on Nvidia, Micron and SOXX — ETF Investors Are Watching the Fallout Michael Burry is doubling down on his cautious view of the artificial intelligence trade, increasing his bearish exposure to NVIDIA Corp (NASDAQ:NVDA) while expanding outright short positions in Micron Technology Inc (NASDAQ:MU) and the iShares Semiconductor ETF (NASDAQ:SOXX).
International Business Times UK · Jul 31 'The Market Has Voted': Michael Burry Warns Big Tech's AI Spending Is Harming Stocks While Apple Wins How AI investment strategies are impacting major US tech firms and what a potential market correction could mean for UK pension holders, according to Michael Burry's analysis.