Another prominent short-seller questions the AI boom: The biggest vulnerability may lie with two companies

The real-life inspiration behind the film "The Big Short" warns that if OpenAI and Anthropic fail to meet growth expectations, the massive capital expenditures of AI giants could face pressure on returns, thereby disrupting the valuation logic across the entire industry.

Golden10 DataNow

Silver Lake's Workday Buyout Talks Could Be the First 'SaaSpocalypse' Opportunity: Analyst Says 'You've Got Data, You've Got Distribution, You're Still Gonna Win'

Silver Lake's talks to acquire Workday Inc. (NASDAQ:WDAY) for up to $43 billion may be the clearest sign yet that private equity sees opportunity in software stocks battered by this year's

Benzinga13minutes ago

Morgan Stanley's Q2 Holdings: Increased Positions in AI Hardware Stocks Such as Micron Technology (MU.US), Reduced Exposure to S&P and Traditional Sector Equities

Morgan Stanley's total market value of holdings in the second quarter stood at $1.89 trillion, up 13.9% quarter-on-quarter from $1.66 trillion in the previous quarter.

Zhitong Finance26minutes ago

AI infrastructure bonds, acting as a "capital black hole," are driving up real yields, subjecting the global economy and stock market boom to a test of "capital scarcity."

A surge in bond yields driven by artificial intelligence could be the next risk facing markets and economic growth.

Zhitong Finance14:59

Analysts sound the alarm: The AI bubble is inflating, with financing risks emerging as the primary concern.

The investment boom in artificial intelligence (AI) is showing signs of an expanding bubble.

Zhitong Finance14:49

The Bulls and Bears Are at Each Other's Throats. Why the Bulls Have an Advantage. -- Barrons.com

By Andy Serwer Veteran money manager George Noble recently posted a funny bit from the Laurel and Hardy film Thicker Than Water under the headline: "OpenAI, Anthropic, Nvidia, and Oracle right now."

Barron's13:30