Michael Burry Is Doubling Down His Short Bets Against Micron and Nvidia. What That Tells Us About the Future of Chip Stocks. Michael Burry has added to his short position on Micron per a new Substack post. Barchart · Jul 29
Michael Burry Warns Nvidia's 'Overreaching' Is Pushing Circular Spending to 'Biblical Proportions' Amid Surge in Credit Default Swaps ‘Big Short’ investor Michael Burry is sounding the alarm on Nvidia Corp. (NASDAQ:NVDA), claiming the AI giant’s strategic financial “overreaching” has escalated its “circular spending” to “biblical proportions,” which he argues is driving a massive spike in the company’s credit default swap risks. Benzinga · Jul 29
Nvidia Funds AI Frenzy: Timeline of its Circular Financing Deals ... So Far NVIDIA Corp. (NASDAQ:NVDA) is reportedly in talks to guarantee roughly $250 billion in financing for OpenAI‘s new 10-gigawatt Ohio data center, a project developed by SoftBank’s energy subsidiary, SB Energy, according to The Wall Street Journal. Benzinga · Jul 27
Michael Burry Says Wall Street Has Turned on Big Tech's AI Spending: 'The Market Has Voted' The ‘Big Short’ investor Michael Burry on Sunday said the market has delivered its verdict on Big Tech’s artificial intelligence (AI) spending, with investors increasingly favoring companies showing stronger returns over larger capital commitments. Benzinga · Jul 27
Nvidia Reportedly Moves to Backstop $250 Billion in OpenAI Data Center Financing, Michael Burry Says, 'Around and Around We Go' Over the weekend, ‘Big Short’ investor Michael Burry and tech commentator Ed Zitron voiced concerns after a report said Nvidia Corp (NASDAQ:NVDA) is considering backing billions of dollars in financing to support OpenAI’s massive AI infrastructure expansion. Benzinga · Jul 27
Michael Burry: 'The Guaranty System Ends With the Taxpayer,' Points to New Study on Hidden Insurance Risk Michael Burry spotlights research warning that losses tied to private credit at life insurers could ultimately flow through state guaranty systems. International Business Times UK · Jul 26
Michael Burry Warns on Long Bonds: Which Treasury ETFs Are Most — and Least — Exposed? Michael Burry has put long-duration Treasury bonds back in the spotlight, warning that a combination of AI-driven debt expansion, rising inflation volatility, elevated oil prices and mounting stress in the Treasury basis trade could keep upward pressure on long-term yields — a challenging backdrop for long-duration bond ETFs. Benzinga · Jul 23
Michael Burry's Chilling Warning as $100 Oil Collides With AI Debt Explosion: 'Not Sure How Much Longer' Michael Burry is warning about a market collision: rising oil prices, an artificial intelligence debt binge and mounting pressure in long-duration Treasuries. Benzinga · Jul 23
Michael Burry Mocks Need for a Humanoid Robotics 'ChatGPT Moment,' Says AI's Biggest Breakthrough Was Making 'Cheating In School A Literal No-Brainer' ‘Big Short’ investor Michael Burry questioned the need for a “ChatGPT moment” in humanoid robotics early Wednesday, saying generative artificial intelligence had already delivered its biggest breakthrough, as Tesla Inc. (NASDAQ:TSLA) and other companies bet on human-like machines as the next growth market. Benzinga · Jul 22
Michael Burry Is Betting Big on Hong Kong Stocks. Why He Likes JD.com Shares Here. Michael Burry is turning bullish on Hong Kong stocks and piling into JD.com’s shares. Barchart · Jul 21
3 Hong Kong AI Stocks to Buy Now If You Want to Invest Like Michael Burry Michael Burry is turning bullish on beaten-down Hong Kong AI stocks, JD.com, Alibaba, and Tencent, which could offer compelling long-term upside as the AI race enters its next phase. Barchart · Jul 21
The AI Inflection Is Likely to Support a Re-Rating of Baidu Stock Baidu shares are up on reports it will upgrade its Hong Kong listing. Barchart · Jul 20
Michael Burry Says '95% of Investors' Have No Real Idea What They Own—and Prefer It That Way “The Big Short” investor Michael Burry said Sunday the real problem isn’t that investors don’t know what they own, it’s that most of them prefer it that way. Benzinga · Jul 20
PayPal Stock Surges on $53 Billion Stripe-Advent Buyout Bid Stripe and Advent International offered $60.50 per share, or $53 billion, for PayPal, but investor Michael Burry and PayPal's fundamentals suggest the bid undervalues the payments company. MarketBeat · Jul 16
Barchart · Jul 16 Here’s the ‘Baby Buffett’ Investing Story I Meant to Write Before BlackRock Distracted Me. The case for billionaire Taylor Swift as the next Warren Buffett, and how to track a core watchlist of picks at Barchart.
International Business Times UK · Jul 15 PayPal Stock Soars After Stripe's $53 Billion Bid, But Michael Burry Says It's Still 'Too Low' PayPal stock rallied after Stripe and Advent's reported $53B offer. Michael Burry says the bid is too low and expects it to rise.
International Business Times UK · Jul 15 Stripe's $60.50/Share PayPal Offer Is 'Simply Too Low,' Says Michael Burry: Values Shares at Up to $115 PayPal shares rose over 21% during premarket hours on Wednesday after Stripe's $53 billion buyout offer, and Michael Burry's claim that he won't sell the stock despite the premium.
International Business Times UK · Jul 15 Why Is PayPal Stock Surging? Stripe's $53 Billion Buyout Offer Marks a Major Shift in Fintech Stripe and Advent's $53 billion bid for PayPal highlights a strategic shift towards consolidation in fintech, valuing PayPal's global network over its beaten-down stock price.
Benzinga · Jul 15 PayPal Stock Surges Nearly 15% in Premarket as Stripe and Advent International Reportedly Propose $53 Billion Joint Acquisition Shares of PayPal Holdings Inc (NASDAQ:PYPL) surged 14.86% in pre-market trading on Wednesday following a report that Stripe and Advent International have proposed a joint acquisition of the digital payments firm in a deal valued at over $53 billion.
The Economic Times · Jul 14 Is Wall Street heading towards a massive crash by 2026-end? Here's what history may be hinting at Strong US stock gains in '26 are being overshadowed by historical midterm election volatility, AI valuation concerns and bearish warnings. While corrections are common in midterm years, analysts expect markets to recover strongly after elections, supported by favourable historical trends.
International Business Times UK · Jul 12 'The Big Short' Investor Michael Burry Says Prediction Markets Are 'Gambling No Matter What Anyone Calls It' Michael Burry said prediction markets are 'gambling' regardless of how they are classified, arguing platforms such as Kalshi exploit a regulatory loophole as legal battles over event contracts continue.
MarketBeat · Jul 12 Why "Big Short" Investor Michael Burry Sees Upside in Beaten-Down Sportbook Stocks Michael Burry bought DraftKings and Flutter shares, betting regulation will curb prediction markets like Kalshi, as Wall Street analysts also see both sportsbook stocks as undervalued.
Benzinga · Jul 11 Benzinga Bulls and Bears: Penguin Solutions, Draftkings, Palantir — And Stocks End Week With Solid Gains Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.
Barchart · Jul 9 Watch Out NVDA Stock Investors: Michael Burry of Big Short Fame Isn’t Feeling the Chip Rally Anymore. Michael Burry has taken a short position in NVDA.
Barchart · Jul 9 Michael Burry Is Shorting Micron Stock, But His Bear Case Looks Weak Burry has deemed shares of the memory chip major to be cyclical and thus set for an impending drawdown.