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.
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.
Opening salvo or broken deal? $GFL
@MidwestHedgie $br
We're not far from a banker pitching $GEV or $CAT on buying $PTON for behind-the-meter power.
Fable 5.2 report card on the $ZIP call
Whelp all gains reversed. What idiotic thing did $TTD say on the call?
Anthropic and Meta carry $1.5 trillion valuations on distinct AI bets: Meta directs roughly 60% of capex to MSL, while Anthropic shifts…
Dana is combining with Eaton’s Mobility unit via a 1Q27 Reverse Morris Trust after selling a division, delevering and accelerating buybacks.
Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office…
Sterling’s $4.1 billion backlog faces Texas permitting risk after a governor proposed a moratorium, while Connexion, Capital Asset Planning…
Adult-use cannabis rescheduling would open Altria’s 42% Cronos stake to a U.S. market rerating.
Roblox’s Q3 FY26 DAUs fell year over year for the first time, while bookings declined 12% to $1.7 billion.
DoorDash and Google.
Blue Dolphin Energy trades near 1.3 times earnings as its Texas refinery benefits from diesel shortages, with projected 2026 EBITDA of $111…
IBIT · long IShares Bitcoin Trust ETF (IBIT) is presented as a high-conviction Bitcoin position with attractive risk-reward.
Meta’s Muse AI agent drove an 11% share surge, but OpenAI, Google and Apple could erode its early consumer lead.
A2Gold’s first Taylor drill holes returned 20.96 g/t AuEq over 1.5m and 209.4 g/t silver over 10.7m, alongside 141.10 g/t gold at…
Coherent’s CPO/NPO laser misses 1 MHz effective-linewidth requirements, Irrational Analysis argues.
Teradyne, ams OSRAM, Lumentum and Coherent introduced microLED, VCSEL and DWDM products targeting optical interconnects for AI data-center…
Pfizer offers a 6.22% yield at 9.3 times 2026 consensus EPS, backed by cost cuts and 5% operational growth in its non-COVID portfolio.
Corteva will spin off its Pioneer seed business, Vylor, on October 1, leaving crop protection RemainCo that could trade at 6.5-8.5x 2026…
Intel's $16.1 billion Q2 revenue rose 25%, while potential SK hynix foundry collaboration could lift U.S.
Weekly Stock GEMs #14 features Vizsla Silver’s shuttered Panuco mine, Beasley’s debt deadline, Wolters Kluwer’s AI selloff and PlasCred’s…
CoStar spent more than $1 billion building Homes.com to challenge Zillow, betting seller-agent leads, proprietary listing content and…
Every publication on this site, hand-picked.
Every account on this site, hand-picked.
Ordered by how often our editor reaches for them.