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.
We have the classics, like Coreweave. As you likely know, Nvidia is its big investor. Nvidia has also agreed to purchase up to $6.3 billion in compute from $CRWV if it can’t sell it to anyone else. OpenAI, whose biggest investors include Nvidia, also buys from CoreWeave.
Everyone knows about Nvidia’s circular obligations. We wanted to build the first, comprehensive living guide to the Bank of Nvidia. All the $NVDA commitments and guarantees, presented in one place:
man, ive avoided commenting on $asts for a long time because its awful watching everyone lose $ here (with rest of mkt). But this one is tough, it's a tough ride if they need to make rockets now. To be fair, i think this was always a route they could have taken but hard to see them being forced to take it
Cant even wrap my head around all the new risks this announcement brings. So much execution risk all because they can't play nice with Blue Origin and SpaceX. There is bigger negative than the dilution - but pointing out the obvious (dilution) because some people see the $B and buy off that even though that was not the correct thing to do.
$ASTS more dilution "Under the terms of the license agreement, AST SpaceMobile will pay approximately $800 million in upfront consideration, comprised of $400 million in cash and 10 to 14 million shares of Class A Common Stock"
$EPAM Seems like buying consultants was the real play! Should've rebranded as 'forward deployeed engineers' ofc.
Amplitude beat Q3 guidance with $110.6 million revenue, up 24.9%, and raised full-year outlook, but slowing RPO growth, lower gross margin…
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.
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.
Nextracker's $6 billion order book supports cross-selling battery storage and inverters, now 22% of revenue, though acquisition-led growth…
DoorDash and Google.
Nvidia CEO Jensen Huang faced new revelations after a week of political upheaval and a broad technology-stock sell-off.
FND · long Floor & Decor operates 281 warehouse-format stores selling hard-surface flooring and accessories nationwide.
Nvidia CEO Jensen Huang faces an unverified allegation involving a Chinese spy.
Week ahead lists Nvidia, earnings, inflation and PPI releases alongside Iran conflict developments.
Vicor’s Federal Circuit hearing put Foxconn’s disputed patent license under pressure, reinforcing its AI server royalty model and licensing…
Moody’s ratings business faces potential deceleration, while AI-related debt issuance and anti-data-center politics pose less risk than…
IREN has fallen 71% despite AI Cloud revenue rising from $7.3 million to $200 million quarterly and more than $20 billion in contracted…
Alphabet bought long-dated GOOGL calls after a 12.6% earnings drop, betting AI monetization and distribution overcome capex pressure and…
Intel’s EMIB-T, glass-core roadmap and 2027 ABF substrate supply outlook are the focus of an expert call.
Ouster grew Q3 revenue 50% to $59.3 million, shipped 27,000 sensors and guided Q4 revenue to $61 million to $64 million while posting a…
Floor & Decor’s 3Q26 sales rose 3% while comparable sales fell 1.4%; it cut 2027 openings to 10-15 as high mortgage rates pressure…
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