Category: AI

AI Industry • August 15, 2026

Michael Burry Is Shorting the AI Party Again

Michael Burry has walked back into the AI trade, and once again he is entering through the emergency exit. The investor made famous beyond Wall Street by The Big Short has been building and reinforcing bearish positions around some of the biggest beneficiaries of the artificial intelligence infrastructure boom. His targets have included Nebius, Micron, […]

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AI Industry • August 13, 2026

AI’s Next Gold Rush Is About Power, Not Models

The AI industry loves a magic trick. A new model appears, benchmarks jump, context windows grow, agents get smarter, and millions of people stare at a chat box wondering what just happened. But behind that apparently weightless software sits something brutally physical: warehouses full of accelerators, substations, cooling systems, fiber connections and industrial quantities of […]

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AI Industry • August 12, 2026

Nvidia Wants Wall Street to Finance the AI Multiverse

AI has spent the past few years looking like a software revolution powered by unusually expensive chips. That description is starting to feel obsolete. The next phase looks more like SimCity with investment bankers. Nvidia is working with Apollo, BlackRock’s Global Infrastructure Partners, Blackstone, Brookfield, Goldman Sachs and KKR on financing platforms designed to mobilize […]

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AI Explained • August 8, 2026

AI Training Data: The Great Pillage of the Internet

The generative AI boom did not begin with a blank page. It was built on decades of human work: articles, photographs, videos, software code, forum discussions, product reviews, personal stories and countless other fragments of digital culture. Together, that material became AI training data. Most of it was not created for machine learning. Developers answered […]

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AI • August 7, 2026

Could Palantir become the Weyland-Yutani of real life and should investors be worried?

Palantir is having another blockbuster year, but the company’s growing influence is also reviving an old science-fiction comparison: is it becoming the closest thing the real world has to Weyland-Yutani, the ruthless corporation from the Alien franchise? While the comparison is obviously fictional, it reflects a broader debate around the company’s expanding role in AI, […]

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AI Industry • August 5, 2026

Palantir Just Broke Wall Street’s AI Playbook Again

The market loves surprises and punishes disappointment. But in the AI trade, those words no longer mean what they used to. Palantir proved it after publishing second-quarter results that sent its shares up roughly 29% in a single session. The company did not simply clear Wall Street’s forecasts. It delivered growth strong enough to make […]

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AI • August 4, 2026

OpenAI Says Astra Made 10 Major Math Breakthroughs

OpenAI has revealed one of the clearest signs yet that frontier AI models are moving beyond benchmark exams and into genuine research territory. The company says an internal version of Astra, described as its “next major model,” generated the central arguments behind ten advances in mathematics and theoretical computer science. The announcement, reported by The […]

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AI • August 1, 2026

Apple Stock Is Winning the AI War Without Winning AI

Apple wasn’t supposed to be the biggest winner of the artificial intelligence boom. For nearly two years, Wall Street rewarded one thing above everything else: AI ambition. The more GPUs you bought, the more data centers you built, and the more billions you committed to AI infrastructure, the more investors cheered. Nvidia became the face […]

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