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- Indexed articles, last 90 days
- 12
- Latest publication
- Sep 29, 2026
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- Aug 26, 2026
Latest articles
Michael Burry sends fresh warning on Nvidia stock - AOL (opens the original)
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Michael Burry just took another dig at Nvidia (NVDA), questioning the confidence in the AI chip giant amid a series of media appearances from CEO Jensen Huang. In a Substack exchange late Monday, Sept. 28, the bearish investor compared Huang’s growing media presence with that of Palantir (PLTR) CEO Alex Karp. On top of that, he weighed in on criticism of buying back shares at elevated valuations. In recent weeks, Palantir CEO Karp has criticized frontier AI companies, arguing that businesses ris
Bank of America doubles down on Micron stock before earnings - AOL (opens the original)
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Bank of America is doubling down on Micron Technology (MU) days before the memory-chip giant faces a major test of 2026. For the better part of the year, Micron stock has been on fire, surging 276% this year through Sept. 23, according to Yahoo Finance data, and transforming a cyclical chipmaker into one of the market’s hottest AI plays. Momentum has cooled off, with shares gaining about 2% over three months after retreating from their June record. Investors are firmly in “show-me” mode with AI
Scott Bessent sends signal on Kevin Warsh Fed rate hike - AOL (opens the original)
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Treasury Secretary Scott Bessent offered a carefully calibrated show of support for Federal Reserve Chair Kevin Warsh following the central bank’s quarter-point rate hike. Appearing on CNBC’s “Squawk Box” on Sept. 21, Bessent declined to say whether he agreed with the increase. But he made something else unmistakable: Both he and President Donald Trump continue to have “great confidence” in Warsh. That comes as a surprise, as the administration had made lower borrowing costs critical to its econ
JPMorgan sends stark warning on $100 oil - AOL (opens the original)
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JPMorgan has a clear warning for anyone counting on relief from $100 oil. The bank says it can’t provide a clear path for how this crisis ends. Six months into the U.S.-Israeli war with Iran, the bank says assumptions about how much economic pain Washington can potentially tolerate have broken down, Reuters reported. “We simply don’t know how to model the endgame,” its analysts wrote. That uncertainty reaches beyond energy traders. Expensive fuel can continue to squeeze household budgets, raise
Moody’s gives surprising answer on AI and U.S. debt - AOL (opens the original)
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America’s debt problem has become almost too big to visualize at this point. Gross federal debt now stands at nearly $40.1 trillion, up from about $30.9 trillion at the end of fiscal 2022, which means Washington has added roughly $9 trillion in less than four years. It’s like a household that continues rolling an ever-larger credit-card balance forward. Nevertheless, veteran economist Mark Zandi believes that AI could offer an unexpectedly powerful way to make that problem more manageable. That
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