Investment strategy
Nvidia name-checks Michael Burry in secret memo pushing back on AI bubble allegations
watch now VIDEO3:0903:09 Why investor Michael Burry is shorting AI leaders like Nvidia and Palantir News Videos The fight between Nvidia and one of its loudest naysayers, investor Michael Burry, is escalating. Following the “Big Short” investor’s series of social media posts arguing that the artificial intelligence investment boom is replaying the dotcom bubble from […]
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Jim Cramer calls Nvidia’s stock slide a buying opportunity — here’s why
CNBC’s Jim Cramer said Tuesday that Nvidia’s stock slide to its lowest price in nearly three months is a buying opportunity for investors. Shares of the AI chipmaking king declined 6% in morning trading after The Information reported that Meta Platforms is considering using Google’s tensor processing units (TPUs) for its data centers in 2027. […]
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Michael Burry’s next ‘Big Short’: An inside look at his analysis showing AI is a bubble
watch now VIDEO3:0903:09 Why investor Michael Burry is shorting AI leaders like Nvidia and Palantir News Videos Michael Burry — the investor known for predicting the housing meltdown ahead of 2008 — has turned his attention to one of the market’s most beloved themes: artificial intelligence. Burry recently deregistered his hedge-fund firm, Scion Asset Management, […]
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Retail earnings, the new AI leaders, Amazon’s $50 billion investment and more in Morning Squawk
A Dick’s Sporting Goods logo is displayed outside one of their stores on October 10, 2025 in San Diego, California. Kevin Carter | Getty Images This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five key things investors need to know to start the trading day: 1. Checking out […]
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Down but not out: India’s $33 billion defense production ambition is on track. Here are the stocks that stand to gain
Despite the recent crash of an India-made Tejas fighter jet at an airshow in Dubai, investors are bullish on New Delhi’s defense ambitions as the country seeks to double its military production to 3 trillion rupees (about $33 billion) by 2029 . It also aims to raise its defense exports to 500 billion rupees by […]
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Blackrock’s iShares bitcoin fund sees record exodus as crypto heads for worst month since 2022
Crypto World Blackrock’s iShares bitcoin fund sees record exodus as crypto heads for worst month since 2022 Published Mon, Nov 24 20257:19 PM ESTUpdated 13 Min Ago Liz Napolitano@LizKNapolitano WATCH LIVE Source
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Cramer: Amazon’s AI edge is ‘game, set, match’ heading into the busy holiday shopping season
CNBC’s Jim Cramer said Monday that Amazon ‘s AI-powered retail business is a vertical that “can’t be challenged,” heading into the long Thanksgiving shopping weekend. “I don’t see OpenAI challenging Amazon retail,” Cramer said on ” Squawk on the Street .” “They’re not going to stop these guys when it comes to retail.” While OpenAI’s […]
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Alphabet is surging on notion it’s winning AI race over OpenAI. Why that’s scaring many investors
Alphabet ‘s recent move into the spotlight on artificial intelligence has sent its shares jumping while other major technology names flounder. Shares of the Google parent surged more than 5% on Monday, adding to last week’s gain of more than 8%. The Big Tech stock is on track to finish November higher by more than […]
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Michael Burry launches newsletter to lay out his AI bubble views after deregistering hedge fund
Michael Burry attends the New York premiere of “The Big Short” at the Ziegfeld Theater in New York City on Nov. 23, 2015. Jim Spellman | WireImage | Getty Images Michael Burry, the investor who shot to fame for calling the housing crash before 2008, has launched a Substack newsletter after deregistering his hedge fund, […]
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Holiday air travel, Novo Nordisk trial results, ‘Wicked: For Good’ debut and more in Morning Squawk
John Williams, president and chief executive officer of the Federal Reserve Bank of New York, during a farewell symposium for former De Nederlandsche Bank NV President Klaas Knot at the central bank headquarters in Amsterdam, Netherlands, on Friday, Oct. 3, 2025. Lina Selg | Bloomberg | Getty Images This is CNBC’s Morning Squawk newsletter. Subscribe here to […]
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