bubble

Finance

Nvidia name-checks Michael Burry in secret memo pushing back on AI bubble allegations

The fight between Nvidia and one of its loudest naysayers, investor Michael Burry, is escalating. Following the “Big Short” investor’s

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Finance

Michael Burry’s next ‘Big Short’: An inside look at his analysis showing AI is a bubble

Michael Burry — the investor known for predicting the housing meltdown ahead of 2008 — has turned his attention to

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Finance

Michael Burry launches newsletter to lay out his AI bubble views after deregistering hedge

Michael Burry attends the New York premiere of “The Big Short” at the Ziegfeld Theater in New York City on

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Earnings

Nvidia earnings takeaways: Bubble talk, ‘half a trillion’ forecast and China orders

Nvidia on Wednesday reported fiscal third-quarter earnings that beat expectations, and provided a strong forecast for the current quarter. Wall

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Earnings

Nvidia sent a strong signal on AI infrastructure — but is it a bubble barometer?

Nvidia reported strong earnings and forecasts Wednesday, in what analysts saw as a clear signal for continued spending on AI

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Finance

Investor Lauren Taylor Wolfe says we are ‘absolutely’ in an AI bubble now

Lauren Taylor Wolfe, co-founder of activist investment firm Impactive Capital, said the surge in enthusiasm around artificial intelligence has all

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