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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.
Niloy Chakrabarti Jan 14, 2026
Ken Griffin's Citadel Sells Amazon Shares for This AI Stock That Soared 1,000% in Two Years
Ken Griffin's Citadel Advisors sold 1.6 million Amazon shares in Q3 and purchased 388,000 Palantir shares despite extreme valuations.
Niloy Chakrabarti Jan 08, 2026
What the 'Jensen Huang Billionaire Tax' Would Actually Mean for Ordinary California Residents
Jensen Huang is okay with California's proposed wealth tax, which could cost him nearly $8 billion. The measure faces mixed reactions.
Niloy Chakrabarti Jan 08, 2026
Michael Burry Says AI Bubble Still Has Room to Grow, No Way to Tell When It Will Burst
Big Short's Michael Burry believes there is 'supply-side gluttony', implying major data centre expansion, GPU orders, and multibillion-dollar commitments without any clear end-user demand.
Niloy Chakrabarti Dec 12, 2025
Nvidia Supplier SK Hynix Eyes NYSE Listing to Accelerate AI Momentum
South Korean chipmaker SK Hynix is exploring a US listing to enhance its corporate valuation and better compete with US peers like Micron Technology.
Niloy Chakrabarti Dec 10, 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.
Niloy Chakrabarti Dec 02, 2025
Peter Thiel's Fund Sells Tesla, Entire Nvidia Stake for Apple and Microsoft Shares in Q3
Peter Thiel's fund slashed its stake in Tesla by 76% and entirely offloaded Nvidia and Vistra Corp. shares in Q3. Instead, he purchased $45 million worth of shares of Apple and Microsoft.
Niloy Chakrabarti Nov 21, 2025
David Tepper, Who Netted $7B in the '08 Crisis, Trims Mag 7 Holdings in Q3 for AMD, Qualcomm
Appaloosa Management's David Tepper sold most of his Magnificent 7 stock holdings, except Nvidia, and added AMD to the portfolio in Q3.
Niloy Chakrabarti Nov 14, 2025
Ark Invest's Cathie Wood Bumps Stake in Mag 7 Stocks; Adds Pony AI, Alibaba to Portfolio in Q3
Cathie Wood's Ark Invest increased holdings in US Mag 7 stocks and Chinese AI firms in Q3, despite concerns over an AI bubble and market volatility.
Niloy Chakrabarti Nov 13, 2025
SoftBank Offloads Nvidia Stake for $5.8B, Trims T-Mobile Holdings to Fund $22.5B OpenAI Investment
SoftBank is divesting assets, including Nvidia and T-Mobile shares, to fund its $22.5 billion investment in OpenAI, highlighting its shift towards AI focus.
Niloy Chakrabarti Nov 12, 2025
Big Short's Michael Burry Places $1B Put Orders Against Nvidia and Palantir in Q3, Warns of AI Bubble
Michael Burry's Scion Asset Management bets against Nvidia and Palantir, raising concerns of an AI market bubble despite their strong performance.
Niloy Chakrabarti Nov 05, 2025
This Semiconductor Stock Soared 26% Tuesday After Launching Devices for Nvidia's AI Factory Architecture
Navitas Semiconductor shares surged after it unveiled new semiconductor power devices designed for Nvidia's 800 VDC AI factory power architecture.
Niloy Chakrabarti Oct 15, 2025
Billionaire Investor David Tepper's $180M Investment in Intel in Q2 is Already Up 58%
Appaloosa Management's David Tepper heavily bought Intel shares right before its stock price soared on the US government's $11 billion investment in August and subsequent collaboration with Nvidia.
Niloy Chakrabarti Oct 15, 2025
Intel's Raging Stock Rally Lifts the US Government's 10% Stake by 50% to $16B in Weeks
Intel shares have gained over 50% in the past one month, which has turned the US government's $11 billion investment into $16 billion.
Niloy Chakrabarti Oct 03, 2025
This Nvidia-Backed AI Stock Rallied Hard After Inking a $14B Cloud Deal With Meta Platforms
Nvidia-backed AI data centre operator CoreWeave shares rose almost 12% on Tuesday after it announced a long-term cloud deal with Meta Platforms.
Niloy Chakrabarti Oct 01, 2025
Mag 7 Remains Top Picks for Hedge Funds as Money Managers Poured $185B Into These Stocks in Q2
US megacap tech stocks, which are driving the AI boom, remain the top picks for hedge funds, reaffirming their forecasts of long-term growth potential.
Niloy Chakrabarti Sep 30, 2025
Intel Shares Jump 22% After Nvidia Plans to Invest $5B in the Company, Jointly Develop AI Chips
Intel was the top performer on the S&P 500 and Nasdaq yesterday after Nvidia announced its plans to acquire a stake in the company and develop chips for hyperscale and personal computing markets.
Niloy Chakrabarti Sep 21, 2025
Nvidia Shares Jump After Reversal of Ban to Export H20 AI Chips to China, Which Cost the Company $10B
Nvidia shares gained 4.3% during early Tuesday trading after the company said the Trump Administration is set to lift its ban on the export of H20 AI chips to China.
Niloy Chakrabarti Jul 15, 2025
Nvidia CEO Jensen Huang's Net Worth Reaches $143.6B, Surpassing Warren Buffett's
Nvidia CEO Jensen Huang became the 7th richest person globally with a net worth of $143.6 billion, surpassing Warren Buffett's fortune of $142.4 billion.
Niloy Chakrabarti Jul 14, 2025
Nvidia's $3.7T Market Cap Boosts CEO Huang's Wealth to $135B as he Offloads 200K Shares at Peak Price
Nvidia's market cap reached $3.7 trillion as the stock price reached an all-time high. The rally boosted the value of Jensen Huang's 4% stake in the company to $135 billion.
Niloy Chakrabarti Jun 27, 2025
Rep. Marjorie Taylor Greene's 4 AI, Tech Stock Bets in May Have Already Returned Double-Digit Gains
Rep. Marjorie Taylor Greene's early May investments in Tesla, Nvidia, Dell Technologies, and Impinj have returned substantial gains in the past few weeks.
Niloy Chakrabarti May 30, 2025
Nvidia Q1 Revenue Leaps 69% to $44B on Robust AI Data Centre Demand and Record Gaming Segment Growth
Nvidia shares were up in premarket trading after the company posted strong revenue growth driven by rising demand for AI computing and infrastructure.
Niloy Chakrabarti May 29, 2025
These High-Growth Stocks Returned £16T To Investors In The Past Decade And 3 Are Still Cheap Buys
Nvidia, Microsoft, Apple, Amazon, Alphabet, and Tesla are some of the top companies that have created tremendous value for shareholders between 2015 and 2024.
Niloy Chakrabarti Mar 03, 2025