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The Latest Breaking News from Michael Burry

Big Short's Michael Burry Says Pentagon's Claude Phaseout Shows Government Can't Rely on Palantir Alone

Anthropic's Claude AI leads US app downloads, surpassing ChatGPT, following the Pentagon's blacklist due to refusal to ease safeguards for military use of its AI model.

International Business Times UK

‘This is Not Business as Usual. This is Risk’: Michael Burry Warns Nvidia Looks Strikingly Similar to Cisco Just Prior to Dot Com Bubble Crash

Michael Burry, the investor immortalized in The Big Short for predicting the subprime mortgage collapse, is raising fresh alarms about Nvidia (NVDA) , the semiconductor giant at the heart of the artificial intelligence (AI) boom. In a recent Substack post published Thursday, Burry argued that Nvidia’s latest financial disclosures reveal...

Barchart

Michael Burry Still Doesn’t Understand Google’s AI Spending. Should You Ditch GOOGL Stock Here?

As Alphabet goes all-in on AI, writing billion-dollar checks, Michael Burry waves a caution flag. Should investors stick around or pull back for now?

Barchart

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'We expect supply constraints to be the headwind to gaming in Q1 and beyond' says Nvidia, although it claims demand and inventory levels are 'healthy'

A tempering of expectations, perhaps?

PC Gamer

Michael Burry Reveals 'Sinister' Accounting Tricks of Mag 7 Firms to Inflate Earnings by Over 20%

Michael Burry has claimed that major US tech firms are using accounting tricks to conceal AI infrastructure costs and are 'understating depreciation' to protect their bottom lines.

International Business Times UK

Palantir Just Opened a New DoD Door—What Changes Now?

Palantir won DISA Impact Level 6 authorization for sensitive DoD cloud workloads. See why it matters, how commercial growth helps, and key chart levels.

MarketBeat

Michael Burry Says Palantir Is Worth Only $46. Here's Why He's Wrong

Michael Burry paints a grim valuation of Palantir, but overlooks the company's accelerating commercial success and AI platform momentum, which analysts believe point to substantial further gains.

Barchart

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Analysis: Will Big Tech's colossal AI spending crush Europe's data sovereignty?

Big Tech companies are going all in on AI development, raising their projected capital expenditure to over $700bn (€590bn) this year, an increase of roughly 75% compared to 2025.

Euronews

$Palantir Is Down 27%, But the Long-Term Math Still Favors Bulls$

Palantir Is Down 27%, But the Long-Term Math Still Favors Bulls

Palantir has captured only a small slice of its massive TAM. Strong margins and AI-driven demand suggest long-term growth despite recent PLTR stock volatility

MarketBeat

Insiders Buy 3 High-Risk Stocks—Here’s What’s Driving the Moves

From the original meme stock to the rare earth market's new kid on the block, insiders are buying into these three names.

MarketBeat

The Shocking Reason This Analyst Says Michael Saylor and MicroStrategy Stock Will Take Bitcoin Prices to $0

Michael Saylor's goal of dominating Bitcoin may very well be the downfall of both MSTR stock and BTC.

Barchart

Should You Buy the Dip in This Oversold Michael Burry Stock?

Michael Burry says he’s happy with MOH stock, even as Molina Healthcare stock crumbles 25% on disappointing guidance. But are MOH shares really worth buying today?

Barchart

A $680 Billion Headwind Faces These 4 Tech Stocks. Should You Sell Them Now?

Echoing Michael Burry, Morgan Stanley warns that hyperscalers face huge depreciation costs. This puts ORCL, GOOGL, MSFT, and META back in the spotlight.

Barchart

That dude from The Big Short says crypto experienced a 'collateral death spiral' as bitcoin hits a 16-month low, while other analysts predict worse to come

That's bad, right?

PC Gamer

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MarketBeat

Palantir and Woodward Jumped on Earnings Beats—Here Are 3 More Setups to Watch

Guidance is driving earnings winners this season, with Palantir and Woodward as examples, plus 3 stocks to watch ahead of reports: Vertiv, EMCOR, and NVIDIA.

Barchart

Bullish Price Surprise: GameStop’s Ryan Cohen Is No Warren Buffett

Michael Burry made a fortune betting against the U.S. housing market. He believes GameStop CEO Ryan Cohen is a Warren Buffett in waiting. Here are three reasons why that’s not the case and why bullish investors should tread carefully.

Barchart

GameStop Insider Lawrence Cheng Is Buying GME Stock. Should You?

As Ryan Cohen sparks M&A hopes, a GameStop insider is buying shares. Here's what investors should know right now.

Fortune

Five years after the short squeeze, GameStop’s CEO is betting on a ‘genius or totally foolish’ $100 billion-plus acquisition

CEO Ryan Cohen stands to receive $35 billion if he successfully delivers a $100 billion market capitalization for the company.

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As Michael Burry Buys Up GameStop, Wall Street Analysts Are Still Staying Far Away on the Sidelines

Contrarian investor buying GameStop shares is reviving the Bull vs. Bear debate in 2026. Should you Buy, Sell or Hold GME?

Barchart

GameStop Stock Is Now in Overbought Territory as Michael Burry Buys Shares. Is It Too Late to Chase GME Stock Here?

GameStop shares extend gains as Michael Burry reveals he’s been buying the meme stock. Insider trades warrant investing in GME shares at current levels as well.

Barchart

Michael Burry Is Probably Wrong About Timing - But Right About What Comes Next

Rising markets don’t eliminate risk; they hide it, and the real edge comes from positioning capital where structure, not sentiment, will drive returns when conditions change.

International Business Times

The Looming AI Bubble in 2026: Will it Pop?

Companies, economists, and investors alike are now faced with a fork in the road; is the AI boom sustainable at current valuations, or is this merely an overestimated market, ready to collapse at any minute?

Barchart

Legendary Investor Michael Burry Is Betting Against Oracle Stock. What You Need to Know About the Bear Case for ORCL.

Legendary investor Michael Burry has taken a bearish stance on Oracle, let's breaks down his bet and what investors should consider when trading ORCL from here.

International Business Times UK

The Big Short's Michael Burry Reveals the Only Way the US Can Keep Up with China in the AI Race

Michael Burry said the US should invest $1 trillion to rapidly deploy small nuclear reactors to support the rising energy demand from AI data centres.

Kiplinger

5 Golden Rules We (Re)learned in 2025 About Investing

Some investing rules are timeless, and 2025 provided plenty of evidence demonstrating why they're useful. Here's a reminder of what we (re)learned.

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People

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