Michael Burry Flags New AI Bubble Risk, Says GDP Growth Is ‘Really Counting On’ Data Center Buildout
Burry noted that private non-residential construction excluding data centers fell 7.9% year over year in June. According to…
A new AI bottleneck is starting to worry investors
On June 14, Microsoft CEO Satya Nadella published a 1,200-word essay on X titled “A frontier without an…
Oracle (ORCL) Cuts 21,000 Jobs As It Prepares $50 Billion AI Buildout
Make better investment decisions with Simply Wall St’s easy, visual tools that give you a competitive edge. Oracle…
How Tech Executives Convert RSU Vests Into $700,000 of Tax-Free 401(k) Retirement Income
Quick Read $400,000 RSU vest triggers 32–37% federal tax on vest day whether sold immediately or held forever,…
Broadcom OpenAI Financing Snag Puts AI Growth And Valuation In Focus
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply…
‘We’re On the Brink’ of Major Problems Within 2 Years
Quick Read Ray Dalio warned the S&P 500 (SPY) faces a two-year window of compounding risks from U.S.…
Geopolitics, Active ETFs and Alternatives Reshape APAC Portfolios
GlobalData logo Key Points Geopolitics is now a primary driver of APAC asset allocation — 68% of wealth…
How NVIDIA Optics Deal and New AI Facility Will Impact Lumentum Holdings (LITE) Investors
Lumentum Holdings recently announced multiyear agreements with NVIDIA, a very large US$2 billion investment in advanced optics, and…
What Super Micro Computer (SMCI)’s New AI Server Launches and Liquid Cooling Push Mean for Shareholders
Earlier this month, Super Micro Computer introduced a significant line-up of new AI-optimized servers and systems at its…