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Michael Burry’s Bearish Bet Against Nebius Stock Sends a Warning Message to AI Bulls

Michael Burry doubled down on his Nebius short right after blowout earnings. Here's what his bet says about the AI infrastructure boom.

NVDA : 225.16 (-0.06%)
AMAT : 507.18 (-5.12%)
CAT : 856.57 (+0.23%)
MU : 971.66 (+2.30%)
ORCL : 150.52 (-3.65%)
NBIS : 277.68 (+8.88%)
PLTR : 174.04 (-2.78%)
Oppenheimer Just Upgraded Intuitive Surgical Stock. Here's Why.

An upgrade 'Outperform' rating by Oppenheimer for Intuitive Surgical underscores solid expectations in the medical technology stock.

ISRG : 394.51 (-1.68%)
Analysts Are Upping Their Price Targets on Lumentum Stock. Here's Why.

Lumentum’s AI-fueled momentum is giving analysts plenty to rethink, with stronger results prompting a fresh look at the stock.

LITE : 926.14 (+5.19%)
This ETF Is the Most Important in the Market. You Probably Haven’t Heard of It.

Monitoring the 20 largest S&P 500 stocks closely, as a unit through this ETF and individually, is an essential part of being a conscious modern equity investor or trader.

QQQ : 731.07 (-0.14%)
GOOG : 343.54 (-0.12%)
GOOGL : 345.90 (-0.13%)
NVDA : 225.16 (-0.06%)
AAPL : 305.93 (+0.22%)
$SPX : 7,785.76 (-0.17%)
TOPT : 33.92 (-0.26%)
SPY : 776.34 (-0.20%)
Nvidia’s Financing Platform Will Support the AI Investment Boom

Michael Burry calls Nvidia's AI financing a "Wall Street stunt," so how will investors respond?

APO : 140.76 (-1.96%)
BLK : 1,173.73 (-0.77%)
NVDA : 225.16 (-0.06%)
KKR : 114.01 (-1.12%)
BX : 143.93 (-3.61%)
ORCL : 150.52 (-3.65%)
NBIS : 277.68 (+8.88%)
BN : 43.85 (-2.79%)
GS : 1,039.42 (-0.31%)
CoreWeave vs Nebius: Both Companies Reported Strong Earnings, But Here’s the Stock You Should Buy

CoreWeave and Nebius are both benefiting from the AI infrastructure boom. Yet, one combines faster growth and stronger profitability with a much lighter debt burden.

CRWV : 105.26 (-0.97%)
FSKY.L.EB : 5,253.000 (+4.75%)
NBIS : 277.68 (+8.88%)
Investors in Microsoft Love Shorting Out-of-the-Money MSFT Puts

Microsoft Corp (MSFT) stock looks attractive to short-put MSFT investors. They can set a lower buy-in point and also collect income while waiting by shorting out-of-the-money put options.

MSFT : 495.40 (-0.30%)
Elon Musk Said Tesla Short Sellers Would Be ‘Obliterated’ Even Bill Gates — Yet They’ve Made $9 Billion This Year Shorting the Stock

Tesla short sellers have made roughly $9 billion in paper gains in 2026, two years after Elon Musk warned they’d be “obliterated” once autonomy and Optimus hit key milestones.

TSLA : 342.27 (+0.68%)
Wall Street Focused on D-Wave’s Earnings. Its Bigger Story Came 1 Day Before.

D-Wave's disappointing earnings overshadowed a major error-correction breakthrough that could bring commercially viable fault-tolerant quantum computing closer.

QBTS : 21.17 (+1.29%)
$SPX : 7,785.76 (-0.17%)
The AI Boom Has a Dark Side. Why Cybersecurity Stocks Might Be the Best Way to Play It.

As AI adoption accelerates and cyber threats intensify, cybersecurity stocks could emerge as one of the biggest beneficiaries of the darker side of the AI boom.

META : 589.85 (-0.86%)
CRWD : 216.95 (-3.80%)
CVLT : 147.09 (-2.66%)
IBM : 234.32 (-1.19%)
FTNT : 160.01 (-3.28%)
SAIL : 19.53 (-2.30%)
ZS : 183.60 (-2.43%)
NET : 315.78 (-4.55%)
OKTA : 147.43 (-4.85%)
PANW : 384.27 (-2.96%)
RBRK : 102.23 (-2.72%)

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Elon Musk Said Tesla Short Sellers Would Be ‘Obliterated’ Even Bill Gates — Yet They’ve Made $9 Billion This Year Shorting $TSLA 🤯👀https://t.co/dMa77t9FF9
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Berkshire Hathaway's largest buy last quarter was 48.1 million shares of Alphabet, making $GOOGL its 3rd largest position currently worth $37 Billion 📈 🤑 🥳 https://t.co/xUAb9I4itu
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Jane Street suffered losses of $15 Billion following Leopold's leverage blowout 🚨 🚨 https://t.co/GSeRgF4moA
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Lumber approaching its lowest price of the year 🚨 Timberrrrrrrrrrrrrrrrrrrrrr 📉 📉 https://t.co/dFHfW4wfZE
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Stock Market reaches most expensive valuation in history after the Warren Buffett Indicator hits 239%, surpassing the Dot Com Bubble, the Global Financial Crisis, and the 2022 Bear Market 🤯 👀 https://t.co/K5LBAN6S2Q
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FUN FACT 🚨: S&P 500 $SPY volume today was the lowest since February 19, 2025 🤯 👀 https://t.co/PNLgF0Hji8
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Copper squeezing as front-month spread hits widest backwardation since 2021 https://t.co/nxsrAhmu6m

S&P Sectors Market Map

Top 100 Stocks

(Sorted by Daily Weighted Alpha)

Major Market Indices

Symbol Last %Chg
$SPX 7,785.76 -0.17%
S&P 500 Index
$NASX 26,729.16 -0.28%
Nasdaq Composite
$DOWI 53,732.41 -0.20%
Dow Jones Industrial Average
$ONE 3,829.84 -0.32%
S&P 100 Index

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