HeyJaredTobias Burns
- Indexed articles, last 90 days
- 66
- Latest publication
- Oct 1, 2026
- Outlet visibility, for CNBC
- Top 5K sites
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- Jul 6, 2026
Latest articles
How Muse could be coming next for Apple's golden goose (opens the original)
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Meta's new consumer artificial intelligence agent, Muse, is expected to play havoc with online subscriptions. Now Wall Street thinks it could be coming next for Apple's revenue streams. Analysts see Apple's entire application exchange platform as a target of potential AI "disintermediation," allowing agents to interfere with regular payment streams and developer incentives. The revenue hit to Apple could be as much as $10 billion, analysts at Needham conjectured on Thursday. "We calculate that,
These two chip stocks could join the elite $2 trillion tech giant club, says top analyst (opens the original)
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Just a few months after the big memory makers crossed the $1 trillion market capitalization threshold, some chipmakers are set up to reach $2 trillion, according to one Wall Street analyst. Ben Reitzes, head of technology research at Melius, said in Wednesday note to clients that memory maker Micron and CPU-focused AMD may both be on the path to a $2 trillion market cap. AMD's $2 trillion viability is due to the renewed importance of the CPU within agentic artificial intelligence, according to R
IPO postponements are accelerating in third quarter, even beyond Oura (opens the original)
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Biometric ring maker Oura raised eyebrows on Wall Street Tuesday, postponing its initial public offering due to "uncertainty" in market conditions while also claiming there was "strong demand" for stock. IPO delays have accelerated in 2026, even as Oura faced some company-specific pushback from the Street. Market conditions for new offerings are suddenly becoming a headwind for companies thinking about going public now, largely because of surging bonds yields, analysts say. "The fact that we've
Michael Burry believes the AI bubble 'may burst' sooner than he first believed (opens the original)
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Michael Burry is moving up the timeline for his bearish thesis on the fate of the artificial intelligence boom. The investor, famous for his big short on the U.S. housing market prior to the global financial crisis of 2007 â 2009, is switching to put options from short positions on key AI stocks, giving him more cost-effective leverage over a shorter time horizon, he said. "Fundamentally, I am moving timelines up," Burry wrote in his Monday investment newsletter. "As such, I want more leverage
'Take or pay': AI companies are taking a risky page from the energy sector's playbook (opens the original)
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Wall Street is paying close attention to so-called "take-or-pay" contracts for computing power as the link in the financial chain where the artificial intelligence buildout could weaken â and maybe even snap. Take-or-pay contracts, such as the one agreed to Friday between Akamai and Anthropic, are agreements that frontier labs sign with cloud platforms to secure computing power. They can also govern upstream deals with hardware makers and electrical power providers. The agreements make custome
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