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- 마이클 버리, GDP 3%에 달하는 AI 자본 지출, 거시경제의 새로운 시한폭탄 간단 브리핑 이 글은 Stocktwits의 "Michael Burry shares 'three great charts' that show big AI capex could unwind 센터 확충 등 현재의 'AI 슈퍼사이클'을 과거의 주택/통신 거품과 비교하며 AI 관련주에 대한 공매도(숏) 포지션을 지속적으로 유지하고 있습니다.
- Can SpaceX Leap to the Al Frontier? SpaceX’s acquisition of AI coding platform Cursor could help transform the company from a provider of Cursor provides an AI-based development environment for writing, debugging and reviewing software.
- 2026.8.7 - By Heard on the Street Staff Aug. 6, 2026 4:25 pm ET 8 hours ago What Happened in Markets Today Shares of AI darlings Western Digital and Sandisk fell.
- BofA Sees Nvidia Trading at Up to 50% Discount on AI Risks BofA Sees Nvidia Trading at Up to 50% Discount on AI Risks · Bloomberg · Bloomberg Ryan Vlastelica Tue , August 18, 2026 at 11:52 PM GMT+9 2 (Bloomberg) -- Nvidia Corp. shares could be trading at a discount
- Why Nvidia's $500bn investment mobilization is a positive for the stock potential investment for artificial-intelligence infrastructure is a positive for the chipmaker’s shares from six institutional partners to create independent compute financing platforms that could invest in AI
- Trump Lee Jae-myung Regime Dependence on AI Companies: Market Distortion, Destruction of Co.Equality Trump and Lee Jae-myung Regime Dependence on AI Companies: Market Distortion, Destruction of Corporate The Trump administration began acquiring shares in AI companies, arguing that "the government must hold
- SpaceX shares soar 11% as Wall Street bets on Musk's 'real-world' Al ambitions SpaceX shares surged 11% following a major Wall Street endorsement of its artificial-intelligence capabilities research note from Morgan Stanley arguing that public markets are severely underestimating SpaceX’s AI
- 2026.6.26 - 한국 증시 급락, 이번 주 두 번째 거래 중단 사태 발생 South Korean Stocks Tumble, Triggering Second Trading Halt This Week Shares of SK Hynix and Samsung Electronics 한국 증시가 8% 이상 급락하면서 규제 당국은 인공지능(AI) 기업 가치에 대한 불안감 속에 이번 주 두 번째로 거래를 중단했습니다.
- Short Selling Hits Record High for SpaceX Lock-up; Oracle Plummets 60%; Lee Jae-myung Leveraged ETF Leveraged ETF Bait Short selling reached a record high ahead of the lock-up period for 900 million shares Meanwhile, stock prices of Oracle, the company that made the world's richest through AI data centers,
- 모건 스탠리, 삼성전자 매도 리포트 2026.07.13 Samsung posts third straight record quarterly operating profit, beating estimates AI demand and NAND prices Earnings top expectations despite hefty chip worker bonus provisions, analysts say Shares
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