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Michael Burry Questions High Valuations of AI Firm Anthropic and SpaceX
TechnologyTimes of India2d ago

Michael Burry Questions High Valuations of AI Firm Anthropic and SpaceX

Michael Burry, the investor renowned for foreseeing the 2008 housing market collapse, has expressed skepticism regarding the elevated valuations of AI company Anthropic and aerospace firm SpaceX. He suggests that investor interest is driven more by hype than by fundamental business principles, particularly concerning Anthropic's AI model operations.

Michael Burry Issues Fresh Warning Amid Rising S&P 500
FinanceYahoo24d ago

Michael Burry Issues Fresh Warning Amid Rising S&P 500

Michael Burry, the investor renowned for 'The Big Short,' has issued a new warning as the S&P 500 continues to climb, prompting speculation about potential market risks that Wall Street might be overlooking. His cautionary stance suggests a divergence from the prevailing optimistic market sentiment.

Michael Burry Issues New Warnings of Impending Stock Market Crash
FinancebloombergcnbcYahoo+2Times of Indiaseeking-alpha26d ago5 sources

Michael Burry Issues New Warnings of Impending Stock Market Crash

Investor Michael Burry, known for predicting the 2008 financial crisis, has issued fresh warnings about an impending stock market crash, stating that the current tech jump echoes the 2000 peak. He advises investors to significantly reduce positions in parabolic stocks, believing the market is at the precipice of a major reversal.

Pope Dismisses Feud Rumors with Trump, Clarifies Remarks
PoliticsAPbloombergNYT+55wsjFTle-mondeThe GuardianAl JazeeraCNNdr-dkyle-uutiset+47 more1mo ago58 sources

Pope Dismisses Feud Rumors with Trump, Clarifies Remarks

The Pope dismissed rumors of a feud with Donald Trump, clarifying that his recent remarks were not intended as a debate with the former president. He emphasized his focus on peace and his mission in Africa.

Michael Burry Expresses Skepticism on AI Boom
FinancebloombergBusiness InsiderYahoo3mo ago3 sources

Michael Burry Expresses Skepticism on AI Boom

Big Short investor Michael Burry, known for his market predictions, has reportedly become an open book, expressing skepticism regarding the current artificial intelligence boom.

Michael Burry Warns AI Stocks Are an Asset Bubble
WorldTimes of India17d ago

Michael Burry Warns AI Stocks Are an Asset Bubble

Renowned investor Michael Burry, famous for his prediction of the 2008 housing crash, has issued a warning that the current boom in AI stocks constitutes an asset bubble. He points to excessive venture capital and debt funding for many unprofitable AI startups.

Soros Fund and Michael Burry Reveal Q1 Investment Portfolio Changes
FinanceYahooseeking-alpha22d ago2 sources

Soros Fund and Michael Burry Reveal Q1 Investment Portfolio Changes

Soros Fund Management disclosed new stakes in companies like Talkspace and increased holdings in Nvidia and Warner Bros. Discovery during the first quarter. Separately, Michael Burry's Scion Asset Management revealed new investments in a pharma giant and an oil stock.

Michael Burry Sells Entire GameStop Stake
FinancecnbcBusiness InsiderYahoo+2seeking-alphazerohedge1mo ago5 sources

Michael Burry Sells Entire GameStop Stake

Noted 'Big Short' investor Michael Burry has exited his entire position in GameStop. This move comes after a significant eBay bid and amid reports of him also shorting Palantir.

Michael Burry Buys Dip in Salesforce and Other Software Stocks
Financecnbc1mo ago

Michael Burry Buys Dip in Salesforce and Other Software Stocks

Investor Michael Burry has reportedly bought the dip in Salesforce and other software stocks following an AI-fueled sell-off. He expressed confidence that technical pressures from private credit and software debt issues would not significantly affect these stocks for much longer.

'Big Short' investor Michael Burry warns stocks are long overdue for a crash — and 'fragile' markets could worsen it
WorldBusiness Insider3mo ago

'Big Short' investor Michael Burry warns stocks are long overdue for a crash — and 'fragile' markets could worsen it

Michael Burry of "The Big Short" fame said markets have become "more fragile." Jim Spellman/Getty Images; Tyler Le/BI Pricey US stocks are long overdue for a painful correction, Michael Burry wrote on his Substack. He warned that a return to historical valuations would require the S&P 500 to be cut in half. The "Big Short" investor said the index-fund and buyback booms have supported stocks but may falter. US stocks could suffer a devastating crash as the forces propping them up falter, Mic...

Billionaire investor Vinod Khosla wants to 'rethink' capitalism for the AI era — and suggests scrapping taxes for 125 million people
BusinessBusiness Insider3mo ago

Billionaire investor Vinod Khosla wants to 'rethink' capitalism for the AI era — and suggests scrapping taxes for 125 million people

Vinod Khosla says stock prices aren't the way to evaluate AI bubbles. Mert Alper Dervis/Anadolu via Getty Images Vinod Khosla says the rise of AI might warrant steeper taxes on capital and none for most workers. The billionaire VC wrote on X that AI displacing workers could shrink the labor part of the economy. Khosla wrote that some popular tax breaks were "special interest goodies" and not "true capitalism." If artificial intelligence eliminates millions of jobs, it might make sense to scrap income taxes for the vast majority of Americans and target capital instead, Vinod Khosla says. "AI will transform economies and need a rethink of capitalism & equity," the billionaire venture capitalist wrote in an X post on Monday. "Labor portion of economy (vs capital) will decline sharply. Should we eliminate preferential treatment of capital gains tax and equalize to ordinary income?" Khosla — who cofounded Sun Microsystems and made the first VC investment in OpenAI — was making the point that AI replacing labor on a grand scale might warrant greater taxes on assets such as stocks and real estate. The veteran financier, who founded Khosla Ventures after leaving Kleiner Perkins, attached a video highlighting some of the jobs that could be taken by AI, from accountants and therapists to truck drivers and chip designers. AI will transform economies and need a rethink of capitalism & equity. Labor portion of economy (vs capital) will decline sharply. Should we eliminate preferential treatment of capital gains tax and equalize to ordinary income? 40% of capital gains taxes are paid by those with… pic.twitter.com/7oSA9xj5Ko — Vinod Khosla (@vkhosla) February 16, 2026 Khosla said in a follow-up post that ramping up taxes on capital would generate so much revenue that the government could scrap taxes for most of the roughly 150 million US taxpayers. "Could easily eliminate bottom 125 million taxpayers from the tax rolls and be revenue neutral at the same time with a capital gains tax equal to ordinary income and a few other tweaks," he wrote. He added that tax breaks such as carrying over tax losses and tax-free borrowing against unrealized gains — which he called a "true abuse!" — are "special interest goodies inserted by lobbyists and campaign contributions, not true capitalism." Khosla didn't address common critiques of higher taxes, including that they can discourage entrepreneurship and investment, that collecting them can be tricky, and that wealthy people may leave the country to avoid them. Khosla has previously underscored that the advent of AI may require sweeping policy changes. He estimated in late 2024 that in 25 years' time, AI could be doing 80% of the work in 80% of all jobs, and universal basic income might be needed to compensate for job destruction. "As AI reduces the need for human labor, UBI could become crucial, with governments playing a key role in regulating AI's impact and ensuring equitable wealth distribution," he wrote on his firm's website. Khosla isn't alone in predicting AI will change the fabric of society. Elon Musk suggested late last year that work could become "optional" and money might become "irrelevant" if advances in AI and robotics generate abundant resources for all. Moreover, the Tesla and SpaceX CEO recently said that retirement savings may not be needed in 10 or 20 years, as everyone might have "whatever stuff they want." However, skeptics such as Michael Burry of "The Big Short" fame have cautioned the AI boom is a speculative bubble, tech companies are overinvesting in microchips and data centers that will quickly become obsolete, and true AI is further away than many think. Read the original article on Business Insider

Michael Burry Warns AI Boom Echoes Dot-Com Bubble
BusinesscnbcBusiness InsiderYahoo18d ago3 sources

Michael Burry Warns AI Boom Echoes Dot-Com Bubble

"Big Short" investor Michael Burry has issued a warning that the current artificial intelligence boom bears a strong resemblance to the dot-com bubble. Concurrently, Burry has been increasing his investments in several beaten-down stocks.

GameStop Makes Unsolicited $56 Billion Bid to Acquire eBay
FinanceReutersNPRtvn24+1Yahoo1mo ago4 sources

GameStop Makes Unsolicited $56 Billion Bid to Acquire eBay

GameStop has made an unsolicited $56 billion bid to acquire the online auction giant eBay, stirring significant social media hype and market speculation. This bold move has led to legendary investor Michael Burry reportedly selling his shares in the company.

FinanceReutersbloomberg1mo ago2 sources

Michael Burry Sells Entire GameStop Stock Position

Investor Michael Burry, known for his role in 'The Big Short,' has reportedly sold his entire stake in GameStop. This move marks a significant development for the stock that experienced a dramatic surge earlier in the year.

Palantir Stock Volatility Continues Amid Trump Mentions and Michael Burry's Bearish Bet
Businesscnbcsvenska-dagbladetYahoo+2hindustan-timeszerohedge1mo ago5 sources

Palantir Stock Volatility Continues Amid Trump Mentions and Michael Burry's Bearish Bet

Palantir Technologies (PLTR) stock experienced a sudden recovery after a period of decline, with factors including mentions by Donald Trump, though investor Michael Burry of "Big Short" fame stated he continues to hold long-dated put options against the company, even as Trump praised the company while its stock was down and an Iran conflict dragged on.

Commentary on Trump's Political Style, Legacy, Iran War Strategy, and Key War Insights Continues
PoliticswsjThe GuardianFox News+14berlingskele-figaroder-standardBusiness InsiderThe Independentindex-hrYahoohindustan-times+6 more2mo ago17 sources

Commentary on Trump's Political Style, Legacy, Iran War Strategy, and Key War Insights Continues

Opinion pieces continue to explore former President Donald Trump's political style, influence, and legacy, including his public persona, his role in 'giving America back its heroes,' his Iran claims, and the war's preparedness, alongside essential insights into the Iran War. Investor Michael Burry also weighed in, stating that falling stock prices are Trump's 'kryptonite' in the Iran war, indicating a key vulnerability for the former president.

GameStop CEO Ryan Cohen just put 'parasitic' bosses on blast. Michael Burry sees shades of Warren Buffett.
BusinessBusiness Insider3mo ago

GameStop CEO Ryan Cohen just put 'parasitic' bosses on blast. Michael Burry sees shades of Warren Buffett.

GameStop CEO Ryan Cohen GameStop GameStop CEO Ryan Cohen channeled Warren Buffett in a fiery post titled "The Hollow Men" on X. He took aim at directors, executives, and managers who collect big money and shirk responsibility. Michael Burry said Cohen has "rougher edges than Buffett," but he's "more modern in approach." Ryan Cohen seems to be doing his best Warren Buffett impression, just like Michael Burry suggested. The billionaire GameStop CEO and Chewy cofounder channeled the legendary investor in a lengthy X post titled "The Hollow Men" on Wednesday. Cohen railed against a "new, parasitic class of corporate bureaucrat: The Risk-Free Insider." He lambasted independent directors who don't dare rock the boat and risk losing their cushy, well-paid jobs. He berated corporate bosses who balk at tying their fortunes to their company's success — they collect big bonuses if its stock price rises, and receive huge payouts if they tank the business and leave. He also chastised managers who avoid accountability by hiring expensive consultants to blame if things don't work out. Cohen labeled those three groups the "hollow men of the boardroom" who "wear the right suits" and "say the right buzzwords" but have little skin in the game. Risking your own bottom line is the "only thing that keeps a business honest," Cohen wrote. He called for a return to an "owner's mentality," where bosses treat shareholders' money as if it were their own. He warned that failure to change would mean "iconic American franchises hollowed out by fees, managed for the benefit of the Insiders, while the true owners — the shareholders — are left holding the bag." Ryan has rougher edges than Buffett, but that just makes him more modern in approach. https://t.co/p0R06M2Ojr — Cassandra Unchained (@michaeljburry) February 18, 2026 Burry shared Cohen's post and wrote: "Ryan has rougher edges than Buffett, but that just makes him more modern in approach." The investor-turned-writer of "The Big Short" fame and GameStop shareholder has been touting the opportunity for Cohen to transform GameStop through acquisitions, drawing parallels to how Buffett reshaped Berkshire Hathaway from a failing textile mill into a $1 trillion conglomerate over six decades. Following Buffett's lead Buffett, who recently stepped down as Berkshire's CEO, has frequently taken aim at crony directors, overpaid executives, and costly consultants. In his shareholder letter for 2019, he bemoaned that many independent directors don't spend a penny of their own money on shares of the companies they're overseeing — and high fees heavily incentivize them to be compliant in the hope of landing additional, lucrative board seats. "When seeking directors, CEOs don't look for pit bulls," Buffett wrote. "It's the cocker spaniel that gets taken home." Buffett joked that he was the "Typhoid Mary of compensation committees," as he'd only ever been appointed to one despite sitting on 18 different boards up to that point. Time and again, Buffett has espoused an owner's mentality, underpinned by having more than 99% of his net worth in Berkshire stock. "We want to make money only when our partners do and in exactly the same proportion," he and the late Charlie Munger wrote in their "Owner's Manual" for Berkshire shareholders. "Moreover, when I do something dumb, I want you to be able to derive some solace from the fact that my financial suffering is proportional to yours," Buffett added. Cohen has diverged from Buffett's playbook in some ways, such as buying bitcoin for GameStop last year, and recently agreeing a compensation package worth tens of billions if he hits certain market-value and profit milestones. But he's also refused a salary as GameStop CEO, built a roughly 9% stake in the video-game retailer, urged frugality across the business, and even modeled its investor-relations website on Berkshire's homepage. Cohen's tirade against the "Risk-Free Insider" is certainly rooted in Buffett's philosophy too, even if he's harsher in his wording as Burry said. Read the original article on Business Insider