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Citadel Buys Most of Aschenbrenner’s Public Book After 67% July Drop

It highlights how concentrated, leveraged bets can force rapid selloffs that may signal a broader reprice in AI infrastructure stocks.

Grantham Warns AI-Fueled Rally Has Made U.S. Stocks Most Expensive in History

SoftBank’s $60 Billion OpenAI Stake Raises Internal Alarm

Michael Burry Says AI Rally Is an Asset Bubble Echoing the Dot‑Com Boom

Emerald Wealth Partners' Q4 Letter Details Revvity Exit and Alphabet-Driven Gains

Michael Burry Intensifies AI Bubble Warning, Backs Ben Affleck’s Reliability Critique

Jefferies Reaffirms Buy as Netflix Presses Forward With $72 Billion Warner Bros. Discovery Deal

BofA Survey Finds Record-Low Cash, Peak Bullishness as Sell Signal Nears

Applied Digital Shares Drop 12% as AI Data-Center Stock Faces Valuation Reassessment

Oracle AI Shock Exposes Bitcoin’s Tighter Link to Tech and Credit Risk

Navitas Slides in November as AI Sentiment Sours, Positions for 2027 Data-Center Power Opportunity

Rothschild Redburn Downgrades Amazon and Microsoft on Gen‑AI Profitability Concerns

AI Spending Props Up U.S. Growth as Bubble Warnings Mount

OpenAI Upsizes Employee Share Sale to $10.3 Billion at $500 Billion Valuation