Tag: Oracle

The 2002 Problem: Interest Rates Are Back. Tech Is Almost Unrecognizable.

The last time the US 10-year Treasury yield was this high, The Lord of the Rings: The Two Towers was still months away from theaters. Windows XP was Microsoft’s flagship operating system. The original Xbox had barely survived its first Christmas. Apple’s most exciting new product was an iPod with a mechanical scroll wheel and […]

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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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The AI Talent War Is Big Tech’s New Endgame

The AI market is starting to look less like a clean technology race and more like the third act of Avengers: Endgame: alliances are shifting, old heroes are moving to rival teams, and everyone is trying to figure out who still has the stones. For the past two years, Wall Street’s AI story was almost […]

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