Famed ‘Big Short’ investor Michael Burry has taken short positions against AI market leaders Nvidia and Palantir, signaling deep concerns about overheated valuations in the artificial intelligence sector. This dramatic move by the investor who famously predicted the 2008 housing crash comes as questions mount about whether current stock prices have disconnected from fundamental business metrics, potentially setting the stage for a significant market correction in high-flying AI names.
about Michael Burry Shorts Nvidia & Palantir Amid AI Valuation Fearsnvda
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AI Hype Fades as US Stocks Plunge on Jobs Data
US markets suffered steep losses Thursday as artificial intelligence optimism collided with alarming employment figures. Major indices declined sharply amid growing concerns about inflated tech valuations and deteriorating labor market conditions. The selloff highlighted investor anxiety about the sustainability of the AI-driven rally as technology stocks bore the brunt of the downturn.
about AI Hype Fades as US Stocks Plunge on Jobs DataIREN Soars on Microsoft AI Deal, Bernstein Ups Target to $125
Australian Bitcoin miner IREN has secured a transformative $9.7 billion cloud services agreement with Microsoft, triggering a significant stock upgrade from Bernstein analysts who nearly doubled their price target to $125. The five-year deal, which will provide Microsoft access to Nvidia’s advanced GB300 GPUs, underscores how cryptocurrency miners are leveraging their substantial power infrastructure to capitalize on the booming artificial intelligence sector, marking a strategic pivot that could redefine their business models.
about IREN Soars on Microsoft AI Deal, Bernstein Ups Target to $125Crypto’s Bull-Bear Standoff: AI Bubble vs Institutional Adoption
As 2025 approaches its final quarter, cryptocurrency markets find themselves in a tense equilibrium between competing bullish and bearish forces. Crypto analyst Ignas | DeFi has mapped out six distinct bearish pressures—from AI bubble concerns to ETF outflows—against six equally compelling bullish drivers including institutional adoption and favorable monetary policy. With the total crypto market cap standing at $3.56 trillion and the Crypto Fear & Greed Index hovering in neutral territory, investors face a complex landscape where traditional market signals and crypto-specific dynamics create a delicate balance of risk and opportunity.
about Crypto's Bull-Bear Standoff: AI Bubble vs Institutional AdoptionAmazon’s $38B OpenAI Deal, Trump Tariffs & eVOTL Updates
Bloomberg Businessweek Daily covers major tech and policy developments shaping markets today. Amazon’s massive $38 billion deal with OpenAI for Nvidia chips headlines the episode, while political and regulatory updates create additional market-moving headlines.
about Amazon's $38B OpenAI Deal, Trump Tariffs & eVOTL UpdatesIREN’s $9.7B Microsoft Deal Fuels AI Compute Rush
Former Bitcoin miner IREN has secured a massive $9.7 billion deal with Microsoft, sending its stock soaring nearly 21% as the AI compute race intensifies. The agreement gives Microsoft access to Nvidia’s cutting-edge GB300 GPUs and marks the latest in a series of partnerships between tech giants and crypto infrastructure providers pivoting to artificial intelligence workloads. This landmark deal validates the strategic repositioning of companies that once focused exclusively on cryptocurrency mining toward the booming AI cloud computing sector.
about IREN's $9.7B Microsoft Deal Fuels AI Compute RushM&A Surge: Kimberly-Clark Buys Kenvue, Tech Giants Boost AI
Major consolidation is sweeping through consumer products and technology sectors as companies position for future growth. Kimberly-Clark’s acquisition of Tylenol-maker Kenvue creates a consumer goods powerhouse, while tech giants aggressively expand their AI capabilities through strategic partnerships and investments. The surge in corporate dealmaking comes as PIMCO President Christian Stracke provides critical analysis of the evolving credit market landscape, highlighting both opportunities and risks in this dynamic environment.
about M&A Surge: Kimberly-Clark Buys Kenvue, Tech Giants Boost AIIREN’s $9.7B Microsoft Deal Shifts Bitcoin Miners to AI
Bitcoin mining company IREN has signed a groundbreaking $9.7 billion agreement with Microsoft to provide GPU cloud services, signaling a major strategic pivot for cryptocurrency miners. The five-year contract represents one of the largest AI infrastructure deals in the industry. This move highlights how Bitcoin miners are adapting to capitalize on the booming demand for artificial intelligence computing power.
about IREN's $9.7B Microsoft Deal Shifts Bitcoin Miners to AINetflix Stock Split, Nvidia China Plans, Disney-YouTube TV Split
Friday’s market action featured significant corporate developments across major tech and entertainment stocks. Netflix announced a major stock split while Disney pulled its content from YouTube TV following failed distribution talks. Nvidia’s CEO also signaled continued interest in the Chinese market despite regulatory challenges, highlighting strategic shifts across streaming, semiconductor, and media distribution sectors.
about Netflix Stock Split, Nvidia China Plans, Disney-YouTube TV SplitAmazon, Apple Earnings Boost US Stock Futures
US stock futures climbed higher Friday as robust earnings from technology titans Amazon and Apple injected fresh optimism into markets. Amazon shares surged 12% in premarket trading following its strongest cloud-unit growth in nearly three years, while Apple advanced on better-than-expected revenue and an upbeat holiday forecast, setting a positive tone for Wall Street’s opening session.
about Amazon, Apple Earnings Boost US Stock Futures