Notícias

Strategic buyers are chasing scarce real-time AI technology

The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.

The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.

The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.

Michael Burry is betting against Nebius over its massive AI infrastructure spending, but strong customer commitments and surging demand could make the short thesis harder to justify.

The neocloud operator has been growing at a blistering pace.

Michael Burry disclosed a short position in Nebius Group that was initiated at $211.77 per share.

CoreWeave heads into Q2 2026 earnings with surging AI demand, a massive backlog and heavy capital needs that could pressure profitability.

NBIS faces a key Q2 test as strong AI demand and pricing gains meet capacity timing, investment-driven margin pressure and stretched valuation.

After a catastrophic margin call forced Situational Awareness to liquidate near the bottom, two of its former high-conviction AI holdings are now surging back with momentum that is making the forced selling look like a very costly mistake.

Wall Street futures pointed moderately higher pre-bell Monday as traders awaited developments in the

Leopold Aschenbrenner watched tens of billions evaporate in days, then got married, and now some of the most powerful names in Silicon Valley are fighting to hand him even more money.

Is IREN a good stock to buy? We came across a bullish thesis on IREN Limited on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on IREN. IREN Limited’s share was trading at $37.93 as of August 6th 2026. IREN’s trailing and forward P/E were 47.82 and 136.99 respectively according […]

A multiple like this usually belongs to a software company. This one owns power contracts.

Aug. 12 is a big date for investors interested in Nebius.

Investors betting on Nebius won’t want to miss August 12, when the company reports its second-quarter earnings.

AI-battered hedge fund Situational Awareness made a big bet this week in Source Foundry, a private company aiming to reinvent the way chips are manufactured, according to people familiar with the matter.

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire, Cisco, Lumentum are on tap.

Burry sees leverage building beneath soaring cloud demand

Michael Burry has been building short-semiconductor-book lately. I covered his Micron short, his Caterpillar bet, and his SOXX position. His pattern has been consistent. He first identifies a narrative the market treats as infallible, finds the structural vulnerability underneath it, and waits. ...

Momentum has been one of the defining themes of this bull market. Investors have rewarded companies tied to artificial intelligence with premium valuations, particularly those building the infrastructure powering the AI boom. In many cases, rising capital spending and growing debt have become secondary concerns so long as revenue continues climbing. That backdrop makes it ... Michael Burry Says Shorting Nebius Is “Like Shooting Fish in a Barrel.” Earnings Could Prove Him Right.

Nebius Group (NasdaqGS:NBIS) moved back into focus after activist investor Michael Burry disclosed a short position, drawing fresh attention to the stock’s sharp swings and the company’s ambitious AI infrastructure build out. See our latest analysis for Nebius Group. The latest move came after a sharp 13.29% one day share price decline that followed Burry’s short disclosure and fresh questions around Nebius Group’s data center plans. Yet the stock still carries a 7.25% 90 day share price...

CoreWeave is the leading neocloud provider, while IREN is an emerging player in the space.

Nebius has crushed it so far in 2026, but this is just the beginning.

Nebius has crushed the S&P 500, and these overlooked stocks may join it.

CoreWeave stock is stuck in neutral amid strong top-line growth as its second-quarter earnings report approaches. Nebius is also due.

The Big Short investor revealed a new short position on Oracle after winding down an earlier position this week.

Dow ended lower following five consecutive sessions of gains.

The neocloud specialist is facing pushback over its data center plans.

Nebius has been one of 2026's most explosive AI infrastructure plays, but a rumor about a famous short-seller and a stretched valuation are rattling investors who are now eyeing the exits toward Cloudflare, CoreWeave, Snowflake, and Oracle.