21 days ago
Burry clashes with Palantir CEO over AI short bets. "Big Short" investor Michael Burry fired back at Palantir CEO Alex Karp on Sunday night, escalating a war of words over Burry's bearish bets against artificial intelligence stocks. The public spat has roiled markets and reignited debate over whether AI valuations have spiraled out of control. #AIbubble #MichaelBurry #Palantir #AlexKarp #BigShort #TechStocks #WallStreetDebate https://www.perplexity.ai/...
'Big Short' Michael Burry Hits Back After Palantir CEO Blasted His Bet - Business Insider
Michael Burry of "The Big Short" said he wasn't surprised Alex Karp "cannot crack a simple 13F" after Palantir's CEO panned his bet against the stock.
https://www.businessinsider.com/big-short-michael-burry-palantir-stock-alex-karp-puts-ai-2025-11
22 days ago
OpenAI denies seeking government backstop amid financing debate. OpenAI CEO Sam Altman emphatically denied on November 6 that the company seeks or wants government guarantees for its data centers, issuing a public clarification that capped a 48-hour firestorm triggered by comments from the company's chief financial officer about potential federal support
#OpenAI #AIFunding #TechFinance #AIbubble #CFORemarks #AIBackstop #TechNews https://www.perplexity.ai/...
#OpenAI #AIFunding #TechFinance #AIbubble #CFORemarks #AIBackstop #TechNews https://www.perplexity.ai/...
OpenAI CFO walks back remarks about federal loan guarantees • The Register
updated: Money-losing biz says it does not need help to meet massive infrastructure commitments
https://www.theregister.com/2025/11/06/openai_cfo_walks_back_remarks/
25 days ago
AI stocks lose $500B as bubble fears mount Markets are grappling with mounting concerns that artificial intelligence investments have reached unsustainable levels, as early November trading sessions wiped over $500 billion from AI-related stocks. The sell-off has reignited debates about whether the sector's unprecedented spending spree represents the next great technological revolution or a speculative bubble poised to burst. #AIInvesting #AIFunding #AITakes #AIbubble #TechStocks #MarketCorrection
https://www.perplexity.ai/...
https://www.perplexity.ai/...
Are AI Valuations a Huge Bubble? - by Larry Kotlikoff
More specifically, will AI Eat Its Own? A Financial Savant, John Talbott, Weighs In
https://larrykotlikoff.substack.com/p/are-ai-valuations-a-huge-bubble
2 months ago
Analysts warn AI bubble dwarfs dotcom crash. Wall Street sounds alarm as AI investment hits record highs, fueled by debt and risky financing. Experts warn the AI boom rivals past bubbles, risking a major market correction if returns fall short. #AIbubble #WallStreet #TechInvestment #MarketRisk #DebtFinancing #AIBoom #FinanceNews https://www.perplexity.ai/...