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Michael Burry Says China Tech Stocks Need Re-evaluation as Cayman Island Shell Trap Looms
Michael Burry voiced concerns about the structural integrity of Chinese tech stocks, claiming that the majority of investors don't really own the companies they think they are betting on.
Niloy Chakrabarti Mar 03, 2026
Nvidia Invests $4B in Photonics Companies After Reports of New AI Processor Emerge
Nvidia announces a $4 billion investment in Lumentum and Coherent to advance optics technology for next-gen AI infrastructure buildout.
Niloy Chakrabarti Mar 03, 2026
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.
Niloy Chakrabarti Mar 02, 2026
Ken Griffin's Citadel Securities Debunks Citrini's Terrifying 2028 AI Doomsday Prediction
Citadel Securities challenges Citrini Research's dystopian economic crisis forecast of AI destroying global jobs, leading to a market crash and record unemployment in 2028.
Niloy Chakrabarti Mar 02, 2026
Meta Inks $100B Chip Deal With AMD as Nvidia Calms AI Bubble Fears With Upbeat Q4 on Robust AI Demand
Meta Platforms partners with AMD in a $100 billion deal for AI computing power as infrastructure buildout costs continue to soar amid investor fears of job displacement and unsatisfactory output.
Niloy Chakrabarti Feb 26, 2026
Jensen Huang Says Markets Miscalculated AI Threat to Software Firms After Nvidia Posts Q4 Beat
Nvidia CEO Jensen Huang said yesterday that the markets got it wrong about the AI threat to the enterprise software industry.
Niloy Chakrabarti Feb 26, 2026
Nvidia Survey Ahead of Q4 Earnings Reveal Growing Returns from AI Investments in Healthcare, Telecom Sectors
Nvidia's annual surveys revealed that healthcare and telecom companies are aggressively deploying AI to lower operational costs and ramp up output.
Niloy Chakrabarti Feb 25, 2026
'AI Agents Are Still Like Hungover College Interns:' Mark Cuban Counters AI-Related Layoff Forecasts
Mark Cuban discusses the economic implications of AI deployment and its impact on workforce layoffs, emphasizing the value of human intellect.
Niloy Chakrabarti Feb 25, 2026
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.
Niloy Chakrabarti Feb 25, 2026
Steve Cohen's Point72 Boosts Stake by 1,500% in These Two Stocks in Q4; Adds Cisco, Micron, Visa to Portfolio
Steven Cohen made strategic stock trades in Q4, including massive investments in Pepsico and Transdigm Group. He also added four new stocks to his portfolio.
Niloy Chakrabarti Feb 20, 2026
Ken Griffin's Citadel Splurges $4B on Amazon, Alphabet, and Nvidia in Q4; Trims Stakes in Meta, Microsoft
Ken Griffin's Citadel Advisors made multiple changes to its vast stock portfolio in Q4, with a focus on reshuffling Mag 7 holdings.
Niloy Chakrabarti Feb 20, 2026
Buffett Trims Berkshire's Stake in Amazon by 77% in Q4, Adds New York Times to Portfolio Before Stepping Down
Berkshire Hathaway has sold millions of shares of Amazon and Apple in Q4, while adding The New York Times to its $274 billion equity portfolio.
Niloy Chakrabarti Feb 19, 2026
David Einhorn Bets on More Than 2 Rate Cuts in 2026, Says It is The Best Trade Right Now
David Einhorn anticipates more-than-expected Fed rate cuts in 2026, betting on Kevin Warsh's leadership to lower borrowing costs.
Niloy Chakrabarti Feb 19, 2026
'If the World Order is Breaking Down, Own Bitcoin:' Michael Saylor Responds to Ray Dalio's Chilling Warning for Investors
Michael Saylor says Bitcoin is a counterparty-free asset, offering a hedge against currency debasement, sovereign debt expansion, and capital limitations amid global geopolitical tensions.
Niloy Chakrabarti Feb 19, 2026
62-Year-Old With $3.5M Is Too Scared to Retire — Here's Why and What Dave Ramsey Says
Dave Ramsey guides a 62-year-old who is worried about hanging up his boots amid rising living costs and market uncertainties despite having saved $3.5 million for retirement.
Niloy Chakrabarti Feb 18, 2026
ANZ Says Gold Remains The Ultimate Insurance Policy as Prices Set to Reach $5,800 in Q2, Supported by Fed Rate Cuts
ANZ analysts forecast gold prices will reach $5,800 per ounce by 2026, citing economic uncertainty and potential US Fed rate cuts as key factors.
Niloy Chakrabarti Feb 17, 2026
Bitcoin Crash Forshadows The Next US Recession; 'Buy The Dip' Mantra Is Over, Strategist Says
Strategist Mike McGlone warns that falling cryptocurrency prices could indicate a broader financial downturn, with Bitcoin potentially dropping to $10,000.
Niloy Chakrabarti Feb 17, 2026
George Soros Boosts Stake in Tesla, Opens $35M Position in Broadcom in Q4 Despite Macro Headwinds
George Soros is making significant moves in the AI and autonomous vehicle sectors, with major investments in Broadcom and Tesla despite uncertainty over the AI market and rising geopolitical tensions.
Niloy Chakrabarti Feb 16, 2026
Dogecoin Prices Surge After Musk Revives Plan to Put 'DOGE on The Moon'; X to Enable Crypto Trading
Elon Musk plans to put Dogecoin on the moon next year and even launch new X features to support crypto trading directly from the timeline.
Niloy Chakrabarti Feb 16, 2026
Buffett's Successor Abel Praises Kraft Heinz's U-Turn on Planned Split Weeks After Berkshire Said It Could Offload $7B Stake
Warren Buffett's successor, Greg Abel, could reverse his decision to offload Berkshire Hathaway's Kraft Heinz stake after the ketchup maker decided to pause work on a planned business separation in H2 2026.
Niloy Chakrabarti Feb 16, 2026
Mark Cuban Shares His Recession Playbook to Help You Prepare For an Impending Economic Crash
Mark Cuban shares his insights on the imminent recession, its impact on various industries, and offers advice on financial preparedness.
Niloy Chakrabarti Feb 16, 2026
This Underrated AI Stock Jumped 72% a Day After Posting 'Stellar' Q4 Results
Fastly's strong Q4 results with a 23% revenue increase were driven by AI traffic and larger customer deals, with analysts thinking that the company's turnaround efforts are gaining momentum.
Niloy Chakrabarti Feb 13, 2026
Warren Buffett's $6.2B Japan Bet in 2019 is Now Worth $30B
Warren Buffett's strategic investments in Japan yielded significant returns despite decades of economic challenges and stagnant stock market growth in the country.
Niloy Chakrabarti Feb 13, 2026
Bill Ackman's Pershing Square Reveals Massive Stake in Meta, Citing AI Upside and Deeply Discounted Valuation
Pershing Square believes the Meta stock underappreciates the company's long-term upside potential from AI and represents a deeply discounted valuation.
Niloy Chakrabarti Feb 12, 2026
Bitcoin Mining Stocks TeraWulf, Cipher Mining Are Climbing Fast Despite Bitcoin Bloodbath
TeraWulf and Cipher Mining shares surged more than 13% on Monday after Morgan Stanley initiated coverage with an overweight rating, citing their AI potential.
Niloy Chakrabarti Feb 10, 2026
Nancy Pelosi Dodges $100K Loss by Selling PayPal Stock Weeks Before Price Plunge
Nancy Pelosi sold 5,000 shares of PayPal on Dec. 30, ahead of the stock's gradual decline and a sudden crash following disappointing guidance in its quarterly results and a CEO transition.
Niloy Chakrabarti Feb 10, 2026
Goldman Sachs Says Nvidia to Post a Q4 Revenue Beat of $2B, but Stock Price Hinges on 2027 Guidance
Goldman Sachs analysts believe Nvidia will post a $2 billion revenue beat in Q4, but investors will likely need more evidence of strong demand this year and 2027 before they buy more.
Niloy Chakrabarti Feb 09, 2026
Scott Bessent Blames 'Unruly' China Trading For Gold Price Correction; US Economy Headed Towards Upward Cycle
US Treasury Secretary Scott Bessent believes unruly trading in China caused the abrupt reversal of the gold price rally as China authorities tightened margin requirements.
Niloy Chakrabarti Feb 09, 2026
Amazon Stock Plunges After $200B Spending Plan for Aggressive AI Expansion, Q4 Earnings Miss
Amazon stock fell as much as 10% during after-hours trading on Thursday after the company said it plans to spend $200 billion to develop data centres to match the growing demand for AI compute.
Niloy Chakrabarti Feb 06, 2026
Here's Why Buffett's Successor Greg Abel Just Sold $200M of DaVita Shares Despite Upbeat Earnings
Berkshire Hathaway just sold $200 million of DaVita as newly-appointed CEO Greg Abel initiates a broader review of its massive portfolio.
Niloy Chakrabarti Feb 06, 2026
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