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'The Big Short' legend Michael Burry is bearish on Nvidia and Palantir following bubble warning.
Yahoo Finance· 2025-11-04 20:30
Michael Bur, the hedge fund manager of the big short fame, has two new targets, Nvidia and Palanteer. Bur, who rose to fame for his 2008 bet against the US housing market, bought put options on the companies. That was revealed in a 13F.And that means he would profit from price declines. >> Great companies, good companies, but the rate of growth is being valued at perpetuity. So any hiccup in that is going to send these stocks into correction.And we're not talking a 5% correction. When the NASDAQ pulls back, ...
Palantir posted blockbuster earnings, so why is it's stock trading lower?
Yahoo Finance· 2025-11-04 20:28
concerns of course have been weighing on these palentine palunteer shares despite the company topping third quarter estimates and raising its fullear guidance. Joining me now is Gil Laura DA Davidson head of technology research and obviously Gil there are two things going on here. There is the fundamental story of the company and then there's the stock story of the company.On a fundamental basis in these numbers was there anything not to like. >> No. No.The results were spectacular. They exceeded any expect ...
5 smart money moves to make 5 years before retiring
Yahoo Finance· 2025-11-04 20:05
On this episode of Decoding Retirement, host Bob Powell discusses executive retirement with Amy Permenter, executive wealth strategist for Bank of America, revealing the essential steps to take to ensure your golden years are as successful as your working years. Amy speaks about the importance of understanding your company's benefits, navigating identity transition, and preparing for potential out-of-pocket healthcare costs. You don't have to be an executive to benefit from the practical retirement advice o ...
Uber's biggest issue is the 'seismic change' with autonomous vehicle uncertainty
Yahoo Finance· 2025-11-04 18:08
Uber shares are falling despite the ride hailing company posting third quarter revenue that beat expectations. Wall Street seemingly sees bumps in the road ahead has to do looks like with earnings. Let's bring in Scott Devbush securities managing director of equity research.Hey Scott, it's good to see you. So yes, the revenue beat but operating income looked like it trailed estimates here. So what's sort of your your highle view on the quarter.>> Good morning Julia. I think the quarter was, you know, outsta ...
Palantir CEO: "A massive part" of the AI market "cares about value creation."
Yahoo Finance· 2025-11-04 17:47
all these people talking about an AI bundle. There is a massive part of the AI market that actually cares about value creation and that's the part we own and we own that part because to do this you have to have FD orchestration you have to have ontology and you have to have foundry and you have to have access to the game and you have to have deep understanding of how to do that by any normal or even reasonable standard. These are not normal uh results. These are not even strong results. These aren't extraor ...
Michael Burry bets against Nvidia and Palantir; portfolio manager says 'valuations are ridiculous'
Yahoo Finance· 2025-11-04 16:32
Obviously, there are some questions about the valuation side of it. Um, to Dan's point, and it looks like one of the people hinting in that direction is one of the people who made his name during the financial crisis. >> Yeah, Michael Bur, the hedge fund manager who called out that 2007 financial crisis and the collapse of the US housing market back in 2007, has now put a sour note on this AI trade.perhaps one of the biggest calls on this bubble race that we've gotten so far that kind of puts a little realn ...
Bitcoin under pressure, plus are cracks forming in the AI rally?
Yahoo Finance· 2025-11-04 15:59
[Music] Good Tuesday morning from YA finds his New York City headquarter studios and now finds executive editor Brian Sazi. Lots happening in markets right now to say the very least. Of course, we stop earning season and that continues on.To that end, Palanteer stock is getting drilled uh in the pre-market despite a blowout third quarter. And who said stock valuations don't matter. Suddenly they do.Uber stocks also coming under pressure following a solid quarter of its own. Gross bookings popped 21% and cam ...
Norway's sovereign wealth fund to vote against Musk's $1T pay, Trump backs Cuomo in NYC mayor race
Yahoo Finance· 2025-11-04 15:05
[Music] Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karamali live from Yahoo Finance Studios in London. It's Tuesday, 4th November.Coming up on the show, stocks across the world stumble as correction fears mount. We have big news on Tesla and its shareholder vote on Elon Musk's proposed $1 trillion pay package. And an exclusive this morning.I'll be talking to the CEO of Cognizant. He's just announced a big AI partnership. But before we start, some breaking news.Former US Vice President Dick ...
Tesla should give Musk $1T if he has to generate $7T of market cap: Analyst
Yahoo Finance· 2025-11-04 15:00
they should give him $1 trillion if he has to generate $7 trillion of market cap and benefit to the shareholders. I think that Musk is integral to Tesla. I think that if you're invested in Tesla, you're not invested because it's a car company. It's a tech company. It's a future company.It's robo taxis. It's robots. And he is a modern-day Thomas Edison.You got to go with it. Write the check and let him do his thing. When you invest alongside Elon Musk, you typically make a lot of money.Yes, it can be a bumpy ...