HeyJaredEric Bleeker
- Indexed articles, last 90 days
- 85
- Latest publication
- Aug 19, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Aug 10, 2026
Latest articles
Nebius Dives 14% and CoreWeave Falls 4% Before Rebounding. Neocloud Stocks Face Volatility as the Nasdaq Whipsaws. (opens the original)
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A WSJ report flagging $3 trillion in hidden AI obligations triggered a sell-off, sending NBIS down 14% and CRWV down 4% on Wednesday. Peers IREN and WULF each dropped ~5% despite Treasury yield buybacks that would normally cushion leveraged borrowers, signaling pure AI sentiment damage. NBIS entered Wednesday up nearly 197% year-to-date and 29% in one week, making it the first high-beta name traders trimmed as risk appetite cooled. Act now: the analyst who called NVIDIA in 2010 just named his to
Nebius Dives 14% and CoreWeave Falls 4% Before Rebounding. Neocloud Stocks Face Volatility as the Nasdaq Whipsaws. (opens the original)
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A Wall Street Journal bombshell on hidden AI commitments sent neocloud stocks into a morning freefall, but the story behind who recovered fast and who kept falling reveals deeper fault lines in the AI infrastructure trade. This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Shares of Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) were down roughly 14% intraday to about $214 Wednesday morning, and CoreW
The Next Massive Robotics IPO Is Coming. Will Robotics Stocks Be 2027's Biggest Investing Trend? (opens the original)
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A Chinese robotics IPO just attracted demand so extreme it raises a question every investor in physical AI needs to answer: are the stocks pricing in a revolution that still runs on manufacturing timelines, not software speed? The following is a segment recap from The AI Investor Podcast, where 24/7 Wall St. Analyst Austin Smith and Eric Bleeker debate whether robotics is setting up to be the defining investment trend of 2027. In this segment, they dig into the reported 8,000X oversubscription o
David Tepper Just Made a $107 Million Bet on Top AI Stock. George Soros Is Holding Puts Against It. (opens the original)
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Two of the sharpest macro minds in the business landed on opposite sides of the same AI infrastructure stock in Q2, and the actual filings reveal a far messier story than the headlines suggest. This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. The Q2 2026 13F filings gave us the cleanest single-stock face-off of the cycle. David Tepper’s Appaloosa opened a brand-new position in CoreWeave. In the same qua
Nuclear Stocks Plunge Tuesday: Oklo Down 5%, Constellation Energy Down 4%, NuScale Down 5% (opens the original)
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Nuclear stocks cratered Tuesday even as broader utilities caught a bid, and the reason has nothing to do with reactors. A collision of rising long rates and shaken AI spending confidence is rewriting how the market prices the entire sector. Nuclear names sold off hard into Tuesday’s close. Oklo (NYSE:OKLO | OKLO Price Prediction) finished down roughly 6% at $41, Constellation Energy (NASDAQ:CEG) fell about 4% to $267, and NuScale Power (NYSE:SMR) slid roughly 6% to $9. While companies sold off a
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