Core Viewpoint - Michael Burry, known for predicting the 2008 financial crisis, has returned to express skepticism about the AI boom, viewing it as a bubble driven by hype and speculation rather than genuine productivity gains [1][2][13]. Group 1: Burry's Perspective on AI - Burry's initial post upon returning highlighted the potential dangers of market bubbles, suggesting that sometimes the best strategy is to avoid participation altogether [2][3]. - He likens his role to that of a rebel against mainstream AI narratives, emphasizing the importance of individual analysis over societal trends [4]. Group 2: Market Indicators and Concerns - Burry's recent posts included charts indicating a sharp slowdown in growth for major cloud-computing divisions of Amazon and Alphabet, as well as a slight cooling in Microsoft's unit [9]. - He pointed out that capital expenditures in the US tech sector have surged during the AI boom, reminiscent of spikes before the dot-com crash and the 2008 financial crisis [10]. - Burry expressed concerns about the interconnected deals among AI companies, suggesting that massive investments could lead to idle infrastructure if demand falters [13]. Group 3: Investment Positions - Burry has taken significant bearish positions, purchasing put options on 1 million shares of Nvidia and 5 million shares of Palantir, with notional values of $187 million and $912 million respectively [14]. - These positions dominate Scion Asset Management's US stock portfolio, which consists of only eight holdings, indicating a highly unconventional investment strategy [15]. - The valuations of Nvidia and Palantir have soared, with Nvidia recently reaching a $5 trillion market value and Palantir valued at nearly $500 billion, raising concerns about their vulnerability to sharp declines if growth expectations are not met [16][17].

The pitchforks are out for one of the world's most beloved companies. Sports fans are growing frustrated with Disney after its dispute with YouTube TV has left roughly 10 million subscribers without channels like ESPN and ABC since Thursday. That includes a "Monday Night Football" matchup between the Dallas Cowboys and Arizona Cardinals.It's one of several high-profile dustups involving Disney in recent months. The Mouse House walks a fine line in a sharp-elbowed TV market and a politically polarized US, t ...

Chinese EV company Xpeng showed off its newest humanoid robot in Guangzhou on Nov. 5, 2025.Guangzhou, CHINA — Chinese electric car company Xpeng plans to launch robotaxis next year after previously claiming it wouldn't be a real business in the near future and took the wraps off of its latest humanoid robot model. Xpeng's technology push mirrors one of its key rivals Tesla, as the Guangzhou, China-headquartered company looks to position itself as more than just an electric car firm. The automaker announced ...

EXCLUSIVE: 'We definitely see AI as a growth opportunity, not as deflationary,' Stephan Pretorius said. ...

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Key Points Microsoft is a dominant and growing force in the cloud business. Its Azure cloud platform continues to drive company-wide results. However, Microsoft shares have become incredibly expensive. 10 stocks we like better than Microsoft › Microsoft (NASDAQ: MSFT) is currently locked in a battle with Apple (NASDAQ: AAPL) to be the world's second-largest company. However, with results like the ones Microsoft just announced, Apple is clearly outclassed. Microsoft just announced some incredible r ...

Key Points Takeover speculation is rife in the industry, particularly with companies with promising obesity drug pipelines. Management reassured investors that there could be substantial value in its lead drug candidate, VK2735. 10 stocks we like better than Viking Therapeutics › Shares in Viking Therapeutics (NASDAQ: VKTX) rose by a whopping 44.9% in October, according to data provided by S&P Global Market Intelligence. The move occurred in three legs, and each one was preceded by positive news fl ...

I gave a buy rating to CoStar Group ( CSGP ) previously with a view that growth should continue to be strong given that the commercial revenue growth is reaccelerating, monetization of Homes.com is going well, andI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at ...

Grab Holdings Limited (NASDAQ:GRAB) plans to introduce autonomous robobuses in Singapore in early 2026, while exploring ways to retrain human drivers for emerging technology-focused roles.Grab Accelerates Autonomous Vehicle Expansion In SingaporeDuring Grab's quarterly earnings call covering the three months ending Sept. 30, CEO and co-founder Anthony Tan detailed the company's roadmap for autonomous vehicles (AVs), as reported by Fortune."Grab will continue to build new partnerships with more global remote ...

Core Insights - Alternative Payments has acquired Delmar Insights to enhance its payment automation solutions with AI-driven analytics [1][2] - The integration aims to provide a comprehensive platform that combines AI-powered analytics, payment automation, and business intelligence [1][3] Company Strategy - The merger will allow Alternative Payments to support B2B service providers by automating payment functions and providing insights into operational and financial patterns [2][3] - The company emphasizes the importance of linking payment data with other business data to improve workflows and financial performance [3][4] Product Features - The new system will offer AI tools that proactively identify opportunities and challenges, enabling businesses to take action before issues arise [4][5] - The platform integrates with ERP and accounting systems, automating processes such as invoice generation, reconciliation, and payment tracking [5] Customer Benefits - Customers of Alternative Payments typically experience faster payment cycles, with reductions of 40-50% on average, and a minimized manual workload for finance departments [6]