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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Skydance Plans to Cut $6 Billion in Costs Following Warner Bros. Deal $SKYD
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JBS Reports Lower Profit, Citing Difficult Operating Environment $JBS
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"signed a preliminary deal Monday to explore investments" Exxon Takes First Step Toward Investing in Venezuela $XOM
Investor Letters
All letters- 1851 Capital October 2026
- 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 453950 ANPDF $28B
- Brummer & Partners October 2026
- Protean Funds October 2026 AAK $4.8BLFABF $13B
- QuantStreet Capital October 2026
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Seed Corn
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Roblox: Capture This Moment
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DoorDash and Google
DoorDash and Google.
Improvements Are Still Evident At C&F Financial Corporation
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41 Stock Pitches (2nd-8th November) 🟢
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Defending the Enterprise Castle from the Model Layer
Microsoft urges enterprises to keep AI memory, evaluations and orchestration inside their tenant boundary, making frontier models…
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