- Michael Burry — the "Big Short" investor — says he’s shorting Oracle and Nebius over concerns about their AI/data‑center bets.
- He warns many AI companies are "bloated" with off‑balance‑sheet liabilities, debt and long leases, calling them easy targets.
- Market volatility: Oracle rocketed last year then slid nearly 60% from its highs, while Nebius has surged this year but remains highly choppy.
The news, distilled into what matters.
Get the full experience in the app — topics, comments, and audio summaries.