Big Short Investor Explains How the AI Bubble Could Burst
Steve Eisman argues the AI boom rests on a handful of companies and hundreds of billions in infrastructure spending, risking recession and a sharp market correction.
Monday, November 9, 2026
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"has become a political lightning rod in Virginia" Giant Merger of NextEra and Dominion Could Fail Amid Anger Over Electricity Bills $D $NEE
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Skydance Plans to Cut $6 Billion in Costs Following Warner Bros. Deal $SKYD
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Barbarian Capital on X
JBS Reports Lower Profit, Citing Difficult Operating Environment $JBS
A Capital on X
Opening salvo or broken deal? $GFL
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Forager Funds Management October 2026 OFX $70MPLT $96M
- Rathbones October 2026 SBGSF $143BSIEGY $233B
- FCL Capital October 2026 ANPDF $28BBKNG $122B
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- Horizon Kinetics 3rd Quarter 2026 TPL $19BLB $5.1B
- NS Partners Q3 2026 AAVMY $39BALBKY $12B
- Bison Interests third quarter 2026 OILSF $949M
Quick Value #337 - Dana Inc (DAN)
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Roblox: Capture This Moment
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Nextracker's $6 billion order book supports cross-selling battery storage and inverters, now 22% of revenue, though acquisition-led growth…
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DoorDash and Google
DoorDash and Google.
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41 Stock Pitches (2nd-8th November) 🟢
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Ordered by how often our editor reaches for them.
