Michael Burry Warns AI Is the Biggest Bubble in History
Michael Burry has expanded his bearish AI bets, arguing that semiconductor valuations and AI expectations resemble the dot-com bubble.
nvidia
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NVIDIA Co-Founder Sold His Stake for $50 Million. It Would Be Worth $600 Billion Today
NVIDIA co-founder Curtis Priem sold his entire stake for about $50 million by 2006—a holding that would be worth roughly $600 billion today.
Michael Burry Expands Bearish Bets With New Shorts on Caterpillar, Tesla, NVIDIA, and Applied Materials
Michael Burry disclosed new bearish positions against Caterpillar, Tesla, NVIDIA, and Applied Materials as he continues betting against parts of the U.S. equity market.
SpaceX Signs $6.3 Billion AI Compute Deal With Reflection AI
By
Emma Clarke
SpaceX signed a $6.3 billion AI computing agreement with Reflection AI, adding another major customer to its growing infrastructure business.
LG and Nvidia Expand Partnership Across Robotics and AI Infrastructure
By
Emma Clarke
LG and Nvidia expanded their partnership to develop humanoid robots, AI factories, and autonomous vehicle technologies.
Musk Claims New AI Chip Could Outperform Nvidia at Fraction of Cost
By
Emma Clarke
Elon Musk said his upcoming AI chip could outperform Nvidia’s products while costing a fraction of the price.
Google Signs $920 Million Monthly AI Computing Deal With SpaceX
By
Emma Clarke
Google will pay SpaceX $920 million per month for access to approximately 110,000 Nvidia GPUs and AI infrastructure.
Nvidia Annual Spending in Taiwan Surpasses $100 Billion
By
Emma Clarke
Nvidia’s annual spending in Taiwan exceeded $100 billion as AI demand drives semiconductor investment.
SoftBank’s Former Nvidia Stake Would Be Worth $253 Billion Today
SoftBank’s former Nvidia stake would be worth about $253 billion today after the chipmaker’s AI-driven surge.
Nvidia Reports $81.6 Billion Revenue for First Quarter of 2026
By
Emma Clarke
Nvidia reported $81.6 billion in first-quarter 2026 revenue as AI infrastructure demand remained exceptionally strong.
Nvidia Gains $900 Billion in Value as AI Rally Accelerates
Nvidia added more than $900 billion in market value in seven days as AI-driven investor demand accelerated.
Cerebras Shares Fall 10% After Landmark AI Chip IPO Debut
By
Emma Clarke
Cerebras shares dropped 10% after the company completed the biggest U.S. tech IPO since Uber.
Anthropic Secures Colossus AI Supercomputer Capacity From SpaceXAI
By
Emma Clarke
Anthropic gained access to the Colossus 1 AI supercomputer to expand Claude AI model capacity and infrastructure scale.
Nvidia Market Cap Hits Record $5.25 Trillion on AI Demand
Nvidia reaches a $5.25 trillion market cap as AI-driven demand for GPUs continues to surge.
Marvell Shares Rise After Nvidia’s $2 Billion Investment
Marvell shares rise after Nvidia’s $2 billion investment boosts its position in AI infrastructure.