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DOTCOM CRASH
AI bubble to burst sooner than expected? Michael Burry believes it would take only one season of revenue disappointmentMichael Burry has accelerated his bearish outlook on AI stocks, shifting toward leveraged put options and expecting an earlier bubble burst...- 'Big Short' investor Michael Burry hates the AI trade, but the bear is bullish on these stocksMichael Burry has taken full positions in five beaten-down stocks: QXO, Sprouts Farmers Market, Build-A-Bear, Birkenstock and MercadoLibre,...
- Trump cannot afford to let AI boom fail: 'Big Short' investor Michael Burry explains whyMichael Burry, the investor known as the “Big Short” investor, said the Trump administration cannot afford to let the AI boom falter as AI ...
- Michael Burry has a new short-selling partner. Who is Lakshmi Ganapathi?Michael Burry has joined Minerva Investment Management as a senior adviser, partnering with Unicus founder Lakshmi Ganapathi to launch a sh...
- GE Vernova, CG Power, other power capex stocks tumble up to 16% in 2 days amid global AI caution. What's ahead?Power capex stocks such as GE Vernova T&D India, CG Power, Hitachi Energy and TD Power Systems fell up to 16% over two sessions amid growin...
- Michael Burry pulls back on risk, says he’s happy to sit on cash. Is Big Short investor reversing his bearish AI bets?Michael Burry is pulling back on portfolio risk, exiting December 2026 put options on Nvidia and Palantir without rolling them over. The ‘B...
- Michael Burry revives AI warnings, Big Short investor says 'You could have heard it first'Michael Burry revived his AI bubble warnings after a report highlighted roughly $3 trillion in disclosed commitments by technology giants f...
- Elon Musk vs Michael Burry: World's richest man says AI internet traffic will outpace humans, market expert asks who is payingElon Musk says AI agentic traffic will eventually vastly exceed human internet usage, while Michael Burry questions who will pay for AI age...
- Peter Lynch does not like the AI trade; here's why he says 'Know what you own'Analysts soon began sounding the alarm over the massive AI spending and rising debt of the tech giants, questioning if they will actually b...
- AI Big Short? Why rising credit default swaps are spooking investors and how is it similar to 2008 housing crisisRising credit default swaps on major technology companies are fuelling concerns over a potential AI-driven market correction. Investors are...
- Is Wall Street heading towards a massive crash by 2026-end? Here's what history may be hinting atStrong US stock gains in '26 are being overshadowed by historical midterm election volatility, AI valuation concerns and bearish warnings. ...
- AI spending boom could trigger sharper downturn than dotcom crash: Professor Aswath DamodaranValuation expert Aswath Damodaran warns the AI boom's massive capital expenditure, largely debt-funded, could lead to a more painful downtu...
- Warren Buffett sits on $400 bn cash as Michael Burry warns of AI bubble. Is a massive market crash coming?Berkshire Hathaway holds nearly $400 billion in cash. Michael Burry warns of an AI bubble, citing similarities to the Dotcom crash. The AI ...
- Three big market crashes in 25 years: 7 investment portfolios show why diversification is the best defence against market volatilityMarket crashes are unavoidable, but portfolio damage is not. Analysis of major crises shows diversification across equity, debt, and gold s...
- Experts warn AI could trigger next global stock market crash — here’s what might happenExperts are warning that the stock market could face a big crash because of the high prices of AI company shares. Many believe AI stocks ar...
- Clicks to bricks: Things may not be as bad for investors as we fearThe conflict could also make emerging markets (India included) riskier for foreign investors. However, in the long term, we see “fundamenta...
- Beware! Chris Wood says market fall may have just begunHe likened the current situation, especially selling in tech stocks, to the bursting of the dotcom bubble at the start of the millennium.
- We are not in a tech bubble but in a 'new Renaissance': Gerald Brady"You have to unpick the question - is there a valuation bubble verses is there a technology bubble? On the tech side, I don't think we're i...
- Here's what the next recession could look likeThe GDP slowdown in Q1 of this year had some economists fearing that a recession was near. But recent strong economic data has calmed those...
- Web 2.0 gaining momentum is another sign of dotcom bubbleAs with the first dotcom boom, the web is awash with money, fuelling fears of a similar conclusion.
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