top of page
Microsoft Stock Plunges 7%: Cloud Growth Slows Despite Beating Earnings Expectations
Microsoft shares tumbled 7% in extended trading Wednesday after the tech giant reported slowing cloud growth and issued light margin guidance, despite beating Wall Street expectations on both revenue and earnings. The stock drop erased billions in market value as investors reacted to Azure cloud growth decelerating to 39% from last quarter's 40%, while the company's $37.5 billion in quarterly capital expenditures raised concerns about AI infrastructure spending outpacing retu
Jan 292 min read
Nov 17, 202511 min read
The $1 Trillion AI Bubble Warning From the Two Men Who Predicted Lehman Brothers' Collapse
Key Takeaways: Michael Burry, who predicted the 2008 housing crash, placed $1.1 billion in put options against Nvidia and Palantir — betting AI stocks will crash David Einhorn, who famously called Lehman Brothers' collapse, warns of "tremendous capital destruction" from extreme AI spending levels Burry accuses tech giants of accounting fraud, claiming they're understating depreciation by $176 billion to artificially boost earnings Tech companies have pledged over $1 trillion
Nov 12, 202510 min read
bottom of page