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.
"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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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.
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SCEYF · long Source Energy Services is Western Canada’s dominant integrated frac-sand producer and logistics provider, supplied by three Wisconsin…
Hyperscalers’ off-balance-sheet lease and purchase obligations rose from roughly $1 trillion to $1.5 trillion, turning the AI buildout into…
Uber generated $52 billion of FY25 revenue and $10 billion of free cash flow as investors weigh whether autonomous vehicles can erode its…
Trinseo PLC’s Chapter 11 trial centers on a potential settlement as Judge Lopez urges peace among the debtors and creditors.
HubSpot trades near its 2020 share price despite quadrupled revenue and $750 million in free cash flow, with Breeze AI upside weighed…
Coherent can bolster confidence in CPO lasers by publishing linewidth and stability data and demonstrating high-power ELSFP modules with…
Week of August 17 tracks FOMC minutes, housing data and PMIs alongside technical levels for the S&P 500, Bitcoin, semiconductors, gold and…
Silver Lake’s reported talks to buy Workday briefly lifted software stocks, reviving hopes that private equity sees value in beaten-down…
Large active managers cluster in Visa, Mastercard, S&P Global, FICO, Alphabet, Meta and Berkshire, challenging alpha in widely owned…
ZhongAn Online trades at 0.57 times book after five profitable underwriting years, with a 95.8% combined ratio and ZA Bank’s first…
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