Michael Burry Defends Bearish Stance on Nvidia Amidst Company Pushback
Investor Michael Burry defends his bearish analysis of Nvidia’s valuation after the AI giant reportedly pushed back. Understand the core conflict and market implications.
Nvidia
The AI Trade’s New Foe: Why Rapid GPU Depreciation Is Pummeling Tech Stocks
The rapid obsolescence of AI GPUs is forcing shorter depreciation schedules, lowering Big Tech earnings and pummeling the AI trade. Understand the financial risk.
Michael Burry Bets $1.1 Billion Against AI Giants Nvidia and Palantir, Warning of a Bubble
Michael Burry’s Scion Asset Management placed a $1.1 billion short bet against Nvidia and Palantir, warning of an AI bubble. Get the full analysis.
Fed Cuts Rates Second Time; Dow, S&P 500 Rise as Nvidia Surges
The Federal Reserve cut interest rates for the second straight meeting, boosting the Dow, S&P 500, and Nasdaq. Read the analysis on Nvidia’s surge and Powell’s cautious forward guidance.
Microsoft Surpasses $4 Trillion Valuation, Solidifying AI Leadership with Nvidia
Microsoft stock valuation surpasses $4 trillion, joining Nvidia as AI infrastructure demand drives unprecedented market cap growth. Read the full analysis.
Lucid Plans $50,000 Midsize EVs Featuring ‘Mind-Off’ Level 4 Autonomy
Lucid Motors plans to launch midsize EVs priced around $50,000 featuring “mind-off” Level 4 autonomous driving, enabled by NVIDIA. Learn the implications for the EV market.
Nvidia Commits $1 Billion Equity Investment to Fuel Nokia’s AI Networking Pivot
Nvidia commits a $1 billion equity investment to Nokia, accelerating the Finnish firm’s pivot into AI networking infrastructure. Read the full analysis of the strategic implications.