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Michael Burry Says AI Rally Echoes Final Months of 1999 Dot‑Com Bubble

He warns rising 30‑year Treasury yields plus oil near $100 and heavy corporate AI borrowing could force a sharp market repricing.

Arthur Hayes Cuts Altcoins, Keeps Bitcoin and Ether While Warning of an AI-Driven Credit Shock

Harding Loevner Flags AI Risk as Globant Drags Its Global Equity Fund

Meta’s Q4 Beat Triggers Target Hikes as 2026 AI Capex Jumps to $115–$135 Billion

Micron Hits Record Highs as AI Memory Shortage Drives Price-Target Boosts