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Browsing Tag

concentration risk

8 posts
EEconomy
Michael Burry Flags New AI Bubble Risk, Says GDP Growth Is ‘Really Counting On’ Data Center Buildout
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Michael Burry Flags New AI Bubble Risk, Says GDP Growth Is ‘Really Counting On’ Data Center Buildout

  • August 22, 2026
Burry noted that private non-residential construction excluding data centers fell 7.9% year over year in June. According to…
AArtificial intelligence
Is Microsoft’s AI endgame about to cause a stock market crash?
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Is Microsoft’s AI endgame about to cause a stock market crash?

  • August 9, 2026
The stock market has spent this year moving from one artificial intelligence (AI) anxiety to another. But the…
AArtificial intelligence
A new AI bottleneck is starting to worry investors
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A new AI bottleneck is starting to worry investors

  • June 26, 2026
On June 14, Microsoft CEO Satya Nadella published a 1,200-word essay on X titled “A frontier without an…
AArtificial intelligence
Oracle’s US$50b AI Cloud Raise Versus Valuation And Weak Momentum
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Oracle (ORCL) Cuts 21,000 Jobs As It Prepares $50 Billion AI Buildout

  • June 23, 2026
Make better investment decisions with Simply Wall St’s easy, visual tools that give you a competitive edge. Oracle…
PPersonal finance
How Tech Executives Convert RSU Vests Into $700,000 of Tax-Free 401(k) Retirement Income
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How Tech Executives Convert RSU Vests Into $700,000 of Tax-Free 401(k) Retirement Income

  • May 15, 2026
Quick Read $400,000 RSU vest triggers 32–37% federal tax on vest day whether sold immediately or held forever,…
AArtificial intelligence
Is Broadcom’s (AVGO) Expanding AI Deal Pipeline Redefining Its Core Investment Story?
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Broadcom OpenAI Financing Snag Puts AI Growth And Valuation In Focus

  • May 8, 2026
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply…
AArts and design
‘We’re On the Brink’ of Major Problems Within 2 Years
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‘We’re On the Brink’ of Major Problems Within 2 Years

  • May 2, 2026
Quick Read Ray Dalio warned the S&P 500 (SPY) faces a two-year window of compounding risks from U.S.…
AArtificial intelligence
What Super Micro Computer (SMCI)'s New AI Server Launches and Liquid Cooling Push Mean for Shareholders
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What Super Micro Computer (SMCI)’s New AI Server Launches and Liquid Cooling Push Mean for Shareholders

  • September 23, 2025
Earlier this month, Super Micro Computer introduced a significant line-up of new AI-optimized servers and systems at its…
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