Famed “Big Short” investor Michael Burry has issued a scathing warning to Silicon Valley, alleging that tech giants are employing aggressive accounting maneuvers to mask the true costs of the AI infrastructure race.The ‘Sinister’ Accounting Trick“Now you are engaging in accounting tricks to hide expense, to protect earnings,” Burry posted. “You will be tortuously adjusting your earnings in a new and sinister ways.”Inflated Profits And The 20% GapAccording to data shared by Burry, this accounting treatment c ...

On Friday, the Supreme Court threw out President Donald Trump's signature emergency-law tariffs, but it did not spell out how the federal government should return the $133 billion already collected from importers. On Saturday, Trump signaled he would try to keep pressure on global trade with a new 15% worldwide rate, a move he framed as new 15% tariff after attacking the ruling.Associated Press reports the justices invalidated Trump's use of the 1977 International Emergency Economic Powers Act, saying the s ...

Group 1 - Genuine Parts Company (NYSE:GPC) fell 19.51% after reporting worse-than-expected fourth-quarter financial results and issuing FY26 EPS guidance below estimates, leading to multiple analysts lowering their price forecasts [1] - Flutter Entertainment plc (NYSE:FLUT) decreased 11.86% ahead of its fourth quarter and full year 2025 financial results scheduled for release on February 26 [2] - Okta, Inc. (NASDAQ:OKTA) fell 12.86% as multiple firms lowered their respective price targets on the stock [2] Group 2 - BorgWarner Inc. (NYSE:BWA) slumped 10.59% following a downgrade from UBS analyst Joseph Spak from Neutral to Sell, with the price target raised from $49 to $55 [3] - Expedia Group, Inc. (NASDAQ:EXPE) fell 4.32%, with Wedbush analyst Scott Devitt reiterating a Neutral rating and maintaining a $260 price forecast [3] - BridgeBio Pharma, Inc. (NASDAQ:BBIO) slumped 11.43% this week [3]

Group 1: Apple's AI Potential - Apple's AI layer could be valued at approximately $1.5 trillion, which is nearly 50% of the company's current market valuation [2] - The current weakness in AAPL's stock may be attributed more to timing rather than fundamental issues [2] Group 2: Social Media Consultation - Mark Zuckerberg has consulted Tim Cook regarding social media safety, indicating a collaboration or exchange of ideas between the two tech leaders [3] Group 3: Upcoming Event - Apple is hosting a "special Apple Experience" event on March 4 in New York, London, and Shanghai, featuring a unique 3D Apple logo invite [4] Group 4: Streaming Strategy - Apple plans to launch a new integrated video podcast experience on its Apple Podcasts app this spring, enhancing its streaming segment and content offerings [5] Group 5: Capital Expenditure Strategy - Apple has reduced its capital expenditure by 19% year-over-year to $2.37 billion, contrasting with other tech giants that are investing around $700 billion in AI spending [6]

Economic Developments - The U.S. gross domestic product (GDP) grew at an annualized rate of 1.4% in the fourth quarter of 2025, indicating a sharp slowdown in the economy [4] - The Federal Reserve's preferred inflation rate unexpectedly rose, adding to economic concerns [4] Trade and Tariffs - Republican lawmakers oppose President Trump's new 10% global tariff, following a Supreme Court ruling that trade authority rests with lawmakers [2] - The new tariff was imposed after the Supreme Court blocked Trump's previous attempt to justify broad import taxes using emergency powers [2] Market Indicators - U.S. heavy vehicle sales are signaling caution, indicating a potential economic slowdown as fleets halt capital expenditures when nervous about freight demand [3] Housing Market - The White House is intensifying efforts to implement Trump's proposed ban on large-scale home investors, targeting those owning more than 100 single-family homes [5]

The past week was a whirlwind of political news, with President Donald Trump making headlines on various fronts. From demanding the removal of a Netflix board member to announcing a tariff hike, the President’s actions have stirred conversations across the globe.Here’s a quick rundown of the major political stories that unfolded.Trump’s Call for Netflix To Fire Susan RiceTrump took to Truth Social on Saturday, calling for Netflix Inc. (NASDAQ:NFLX) to fire board member Susan Rice. He described Rice as polit ...

Sen. Bernie Sanders (I-Vt.) accused major tech billionaires of prioritizing profit over workers as artificial intelligence investment accelerates across the industry.Tech Giants Face Criticism Over AI PowerOn Saturday, in a post on X sharing a clip of his interview, Sanders wrote: "Do you think Elon Musk, Mark Zuckerberg and Jeff Bezos are investing in AI to help the working class of this country?" He added, "No, they're in it to accumulate even more wealth and power for themselves. We've got to make AI wor ...

Core Points - President Trump announced an increase in the worldwide tariff rate from 10% to 15%, effective immediately, as a response to a Supreme Court ruling he criticized [1][2] - The Supreme Court's 6-3 decision stated that the president does not have the authority to impose tariffs under the International Emergency Economic Powers Act, limiting presidential power in this area [3][7] - Public opinion is shifting against Trump's tariff policies, with 60% of Americans supporting the Supreme Court's decision and many linking tariffs to rising consumer prices [8][4] Economic Impact - Trump's tariff strategy has been met with skepticism, as official figures indicated a 95% increase in the trade deficit by November 2025, contradicting claims of improvement [5] - Economists estimate that nearly 90% of the costs associated with tariffs are borne by U.S. companies and consumers rather than foreign exporters [6] - A Pew Research survey found that 53% of U.S. adults believe Trump's policies have negatively impacted the economy, with inflation and tariffs cited as major concerns [4] Political Context - The upcoming midterm elections may influence how candidates address trade and inflation, particularly in light of the Supreme Court ruling and public sentiment regarding consumer costs [9]

Core Viewpoint - The U.S. Environmental Protection Agency (EPA) under President Trump plans to ease limits on mercury and hazardous air pollutants from coal-fired power plants to lower compliance costs and support electricity supply amid rising energy demand linked to AI infrastructure growth [1][5]. Policy Shift and Legal Background - The proposal aims to revert to earlier pollution rules from the Obama administration, claiming that the previous framework provided sufficient health protection despite opposition from environmental organizations [3]. - The updated 2024 standards were upheld after the Supreme Court declined a legal challenge, indicating a legal backing for the current regulatory environment [3]. Economic Arguments and Industry Response - The EPA estimates that reverting to older limits could save utilities tens of millions of dollars annually over the next decade, which is supported by mining industry representatives citing the need for reliable baseload generation due to increasing power demand [5]. - Analysts have noted rising maintenance costs at aging coal facilities, which may further justify the rollback of regulations [5]. Broader Climate Policy Fallout - Critics argue that this rollback is part of a larger trend of regulatory changes aimed at reducing oversight of greenhouse gases, raising concerns about public health and environmental safety [7]. - Environmental organizations have expressed that weakening limits on mercury and toxic metals could lead to increased long-term healthcare costs [3].

Core Insights - Retail investors have shown significant interest in five stocks: Super Micro Computer Inc. (SMCI), Hims & Hers Health Inc. (HIMS), Blue Owl Capital Inc. (OWL), Microsoft Corp. (MSFT), and Walmart Inc. (WMT), driven by factors such as retail hype, earnings, AI buzz, and corporate news flow [1] Super Micro Computer Inc. (SMCI) - Retail investors are highly bullish on SMCI, with some jokingly considering betting their entire portfolio on the stock for the upcoming months [7] - The stock has a 52-week range of $27.60 to $62.47, currently trading around $32 to $35 per share, and has fallen 45.74% over the year and 24.52% over the last six months [7] - SMCI exhibits a weaker price trend across all time frames but has a strong growth ranking according to Benzinga's Edge Stock Rankings [7] Hims & Hers Health Inc. (HIMS) - Retail investors believe HIMS could surpass the $20 mark, despite its current trading range of $15 to $16 per share [7] - The stock has a 52-week range of $15.46 to $70.43 and has declined by 76.18% over the year and 63.53% in the last six months [7] - HIMS shows a weaker price trend in all time frames and has a poor value ranking according to Benzinga's Edge Stock Rankings [7] Blue Owl Capital Inc. (OWL) - Retail investors are concerned about the withdrawal limit associated with OWL, which is currently trading around $11 to $13 per share [7] - The stock has a 52-week range of $10.88 to $23.98 and has declined 49.87% over the year and 37.64% in the last six months [7] - OWL has a weaker price trend across all time frames but maintains a solid growth score according to Benzinga's Edge Stock Rankings [7] Microsoft Corp. (MSFT) - Retail sentiment towards MSFT has turned sour, with the stock trading around $398 to $400 per share [7] - The stock has a 52-week range of $344.79 to $555.45 and is down 4.25% over the year and 21.21% over the last six months [7] - MSFT shows a weaker price trend across all time frames but has a solid quality score according to Benzinga's Edge Stock Rankings [7] Walmart Inc. (WMT) - Some retail investors believe that WMT's decline could lead to a rotation back into tech stocks, with the stock currently trading around $124 to $125 per share [7] - The stock has a 52-week range of $79.85 to $134.69 and has returned 28.45% over the year and the last six months [7] - WMT maintains a stronger price trend across all time frames and has a solid quality ranking according to Benzinga's Edge Stock Rankings [8]