#AI bubble
articles
Personal Finance
Your 401(k) Is Quietly Funding the AI Boom—and That Concentrates Your Retirement Risk
Passive index funds now lean heavily on AI-era giants, and accounting quirks can make the boom look safer than it is.
Markets
'Big Short' Investor Michael Burry Shorts Oracle and Nebius Amid AI Overbuild Fears
Michael Burry reveals short positions in Oracle and Nebius, warning of 'fat, easy to shoot' AI companies gorged on off-b...
Markets
How Big Tech's AI-Fuelled Bond Splurge Is Exposing Investors to a Concentrated Risk
Amazon, Google, Meta and Microsoft now issue nearly 30% of US investment-grade bonds, and their share of the credit mark...
Technology
Cuban and Burry Sound Alarm Over Nvidia’s AI Deal Web, Warn of Dot-Com Style Risks
Mark Cuban and Michael Burry have issued stark warnings about Nvidia’s heavy financing of AI customers, comparing the ch...