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Browsing Tag

excess capacity

2 posts
AArtificial intelligence
Michael Burry Drops Stark Message For AI Stock Investors
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Michael Burry Drops Stark Message For AI Stock Investors

  • September 25, 2026
This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is warning that Big Tech’s unprecedented AI infrastructure…
AArtificial intelligence
Meta's data center plans could help solve its AI spending problems
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Meta’s data center plans could help solve its AI spending problems

  • July 16, 2026
Meta (META) stock has slid about 4% over the past year amid concerns about its massive AI data…
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