Enron Short Seller Jim Chanos Sees a '1999-Type Moment' in AI Boom, Includes SPCX, TSLA in His Shorts Jim Chanos made his name calling Enron before it collapsed. Benzinga · Jul 31
Benzinga Bulls and Bears: PayPal, UnitedHealth, Netflix — And Stocks End Wild Week Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. Benzinga · Jul 18
Elon Musk Says SpaceX Will Fly Orbital Data Centers Next Year—Jim Chanos Isn't Buying It Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk said over the weekend that the commercial space flight giant could prepare to build orbital data centers as soon as next year, but short seller Jim Chanos remains skeptical about the CEO’s claims. Benzinga · Jul 13
Could AI Pay Americans $1 Million Each? New Think Tank Forecast Sparks Jim Chanos' SpaceX Jab: 'Seems Reasonable' The AI Futures Project, a non-profit initiative that forecasts the future of artificial intelligence, recently outlined a proposal for a citizen’s dividend by the U.S. government following AI-induced unemployment. Benzinga · Jul 10
IREN Paradox: Cutting-Edge 'AI Cloud' Powerhouse or Corporate Payout Machine? Jim Chanos Sounds the Alarm on New Executive 'Stock Grant' IREN Ltd. (NASDAQ:IREN) is rapidly expanding as a dominant ‘AI Cloud’ powerhouse, but a controversial new executive ‘stock grant’ has renowned short-seller Jim Chanos questioning if the firm is becoming a corporate payout machine. Benzinga · Jul 2
Famed Short Seller Jim Chanos Calls SpaceX IPO Fueled by Hopes and Dreams, Not Reality Famed short seller Jim Chanos criticized the SpaceX IPO just days before, calling the ~$1.75 trillion valuation at $135 per share driven more by “hopes and dreams” than realistic financial assumptions. Barchart · Jun 15
Short seller Jim Chanos doubts SpaceX valuation, says IPO fueled by 'hopes and dreams' Renowned short seller Jim Chanos questions SpaceX's massive IPO valuation. He believes the company's worth is inflated by future hopes, not current reality. Chanos also expresses skepticism about the data center sector's profitability. Investors are watching closely, especially after past losses betting against tech giants. SpaceX's offering is poised to… The Economic Times · Jun 11
An AI super-bull who just backed the Nvidia-Groq deal warns of a data center bust: 'We foresee a significant financial crisis' Alex Davis says third-party data-center developers will eventually be jilted by the hyperscalers they serve, and face a subsequent debt crisis. Fortune · Dec 30, 2025
Michael Burry Slams Tesla's Overvaluation, Claims Nvidia's Finances Appear Better Than They Are Michael Burry described Tesla as a 'ridiculously overvalued' company and theorized that longer depreciation schedules could be making Nvidia's finances appear better than they actually are. International Business Times UK · Dec 2, 2025
Legendary Short Seller Jim Chanos Just Closed His MSTR Trade—And Here's Why That Matters Veteran short seller Jim Chanos disclosed on Nov. 8 that his firm exited its hedged trade on Strategy (NASDAQ:MSTR), unwinding a position that had been closely watched by cryptocurrency and equity market participants. Benzinga · Nov 26, 2025
Elon Musk Says Tesla Held Back On AI Training For This Reason As Jim Chanos Questions Automaker's AI Spend: 'We're Building…' Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk on Sunday said that the EV giant held back on its AI training efforts as it wasn't a hurdle in the development of its Full Self-Driving (FSD) technology in the past. Benzinga · Nov 17, 2025
Top Analyst Says Oracle's 'Irresponsible' AI Bet Differs From 'Healthy' Microsoft And Google Demand: A 'Bad Business' With 'Very Low Margins' A prominent technology analyst has slammed Oracle Corp.'s (NYSE:ORCL) high-profile AI strategy, labeling it “bad behavior” and an “irresponsible investment” that relies on speculative demand, unlike the “healthy” and established customer-driven AI buildouts at Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN), and Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google. Benzinga · Nov 13, 2025
Jim Chanos Warns IREN Taking 'All The Risk' In $9.7 Billion Microsoft AI Pact: 'Deal Will Decrease EPS' Famed short-seller Jim Chanos has poured cold water on the market’s excitement for IREN Ltd.‘s (NASDAQ:IREN) new $9.7 billion AI cloud deal with Microsoft Corp. (NASDAQ:MSFT), warning that the deal is a high-risk financing arrangement that will likely harm shareholder value. Benzinga · Nov 5, 2025
Jane Street Takes 5% Stake In BTC Miner Cipher Mining That Eric Jackson Bet On Cipher Mining Inc. (NASDAQ:CIFR) has captured the market’s attention after quantitative trading behemoth Jane Street Group, LLC disclosed a 5% passive stake in the company. The Schedule 13G filing, detailing an aggregate 19.68 million share position, was first highlighted in an SEC filing dated Oct. 24. Benzinga · Oct 24, 2025
Barchart · Oct 23, 2025 Legendary Investor Jim Chanos Is Betting Against Red-Hot Carvana Stock. Should You? Carvana stock has surged more than 2,000% over the last three years, significantly outperforming broader market returns. Is CVNA stock overvalued right now?
Fortune · Oct 17, 2025 Top investment bank CEO says he was ‘defrauded’ by the bankruptcy that’s rattling Wall Street. Famous short-seller sees an Enron moment “My antenna goes up when things like that happen,” Jamie Dimon said of First Brands. “When you see one cockroach, there are probably more.”
Benzinga · Oct 16, 2025 IREN Stock Is Sliding Thursday: What's Sparking The Weakness? IREN Limited (NASDAQ:IREN) shares are trading lower Thursday amid a drop in Bitcoin (CRYPTO: BTC) prices and broader crypto weakness.
Benzinga · Oct 15, 2025 Famed Short Seller Jim Chanos Slams IREN Growth Story, Cites 'Ridiculous Assumptions' And 'Hopium' Renowned short-seller Jim Chanos has publicly attacked the growth narrative for bitcoin miner and AI cloud provider IREN Ltd. (NASDAQ:IREN), alleging that a recent bullish analyst report is built on “ridiculous assumptions” and unrealistic financial projections.
Benzinga · Oct 10, 2025 CoreWeave's Top Brass Just Sold $1 Billion In Stock After 250% Rally CoreWeave Inc. (NASDAQ:CRWV) shares were volatile on Friday after top executives sold more than $1 billion worth of stock, marking one of the largest insider sell-offs of the third quarter.
Benzinga · Oct 10, 2025 Billion Dollar Auto Supplier Went Poof—What You Need To Know About First Brands Catastrophe When $11.6 billion vanishes in a matter of weeks, Wall Street sits up and takes notice. That's the fallout from First Brands, the Rochester, Michigan-based auto parts supplier whose bankruptcy has become a cautionary tale of opaque financing, missing payments, and potential fraud.
Benzinga · Oct 9, 2025 Short Seller Jim Chanos Warns CoreWeave's GPU Economics Could Mean 0% Return Famed short-seller Jim Chanos has launched a sharp critique of the economic model at CoreWeave Inc. (NASDAQ:CRWV), a high-flying AI computing provider.
Benzinga · Oct 7, 2025 Famed Short-Seller Jim Chanos Questions AMD's Revenue Forecast Following OpenAI Deal: 'Shouldn't This Deal Bring In More… For $AMD?' Renowned short-seller Jim Chanos has publicly questioned the financial benefits of the landmark partnership between Advanced Micro Devices Inc. (NASDAQ:AMD) and OpenAI, suggesting the deal may not be as lucrative for AMD as it appears.
Benzinga · Oct 6, 2025 Private Equity Stocks Burn While Wall Street Parties—Is A Credit Crunch Brewing? While Wall Street dances in an “everything rally” with stocks breaking record highs daily, gold glittering near $4,000 an ounce and Bitcoin (CRYPTO: BTC) soaring past $125,000, private equity stocks are the only ones not invited to the party, stumbling instead of soaring.
Benzinga · Sep 30, 2025 Nvidia's 'Jensen Math' Of $50 Billion Revenue Per GW Gets A Reality Check: Here's What Barclays Analysts Project For NVDA A multi-billion-dollar gap has emerged in the estimated cost of powering the AI revolution, pitting a new bullish forecast from Barclays against Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang's own ambitious projections.
Benzinga · Sep 23, 2025 Short-Seller Jim Chanos Scrutinizes Jensen Huang-Led Nvidia's AI Factory Cost Estimates: 'Well Above What Companies Are Telling Investors' Just a day after Nvidia Corp. (NASDAQ:NVDA) and OpenAI announced a landmark $100 billion AI infrastructure deal, famed short-seller Jim Chanos is raising red flags over the foundational economics of the AI gold rush.