MarketPulse

Michael Burry

19 articles
BenzingaBenzinga··Erica Kollmann

Burry Dumps GameStop as Cohen's $56B eBay Bid Upends Berkshire Blueprint

Michael Burry exits GameStop after CEO Cohen's $56 billion eBay acquisition announcement contradicts the original debt-light investment thesis modeled on Berkshire Hathaway.
EBAYGMEGME.WScapital allocationdebt
BenzingaBenzinga··Piero Cingari

Burry Bets Against Chip Rally as SOXX Snaps 18-Day Winning Streak

Michael Burry shorts semiconductor stocks via puts on $SOXX, betting against the sector's 43% overbought rally as historic winning streak ends.
QQQNVDAAMDMSFTMU+9semiconductor stocksprofit-taking
The Motley FoolThe Motley Fool··Adam Spatacco

Burry Dumps Palantir for Salesforce as AI Agents Reshape SaaS Landscape

Investor Michael Burry closes Palantir position, opens Salesforce stake amid AI agent disruption concerns affecting SaaS sector valuations and competitive positioning.
PLTRCRMvaluationenterprise software
The Motley FoolThe Motley Fool··James Brumley

Burry Bets Against Palantir: 'Big Short' Investor Targets 63% Downside by 2026

Michael Burry bets Palantir stock falls 63% to below $50 per share by 2026, citing unsustainable 100x earnings valuation versus analyst consensus of $191.
MSFTGOOGGOOGLPLTRstock valuationartificial intelligence
The Motley FoolThe Motley Fool··Will Healy

Palantir's Sharp Drop Exposes Valuation Risk in Hot AI Narrative

Palantir stock fell after investor Michael Burry flagged Anthropic competition. Despite 56% revenue growth, $PLTR's 202 P/E ratio raises overvaluation concerns.
PLTRstock valuationartificial intelligence
The Motley FoolThe Motley Fool··Trevor Jennewine

Burry's Warning: Anthropic's AI Momentum Challenges Palantir's Market Position

Billionaire Michael Burry warns Anthropic's explosive $30B+ revenue run rate outpaces Palantir's $5B, citing superior plug-and-play AI tools in competitive threat assessment.
PLTRAGIXenterprise softwarerevenue growth
The Motley FoolThe Motley Fool··Adria Cimino

Burry Bets Against Palantir: Big Short Legend Sees 60% Downside Risk

Michael Burry bets against Palantir ($PLTR), predicting 60% decline from $128 to below $50, citing overvaluation despite strong AI demand fundamentals.
PLTRstock valuationAI stocks
The Motley FoolThe Motley Fool··Keith Noonan

Trump Praises Palantir's Defense Tech, But Burry Sees 62% Downside Risk

Trump endorses Palantir's defense tech while Michael Burry bets on 24-62% stock decline by 2027, citing 100x earnings valuation.
PLTRstock valuationdefense technology
The Motley FoolThe Motley Fool··Parkev Tatevosian, Cfa

Palantir Faces Fresh Headwinds as Burry Joins AI Competition Critics

Legendary short-seller Michael Burry criticizes $PLTR amid AI competition and valuation concerns, adding pressure to already-struggling stock.
PLTRstock declineAI competition
The Motley FoolThe Motley Fool··Eric Trie

Palantir Slides on AI Competition Despite Pentagon Support

Palantir fell 1.87% to $128.05 amid AI competition concerns and bearish commentary, despite Pentagon Maven Smart System support.
MSFTORCLORCLpDPLTRstock declineenterprise AI
BenzingaBenzinga··Erica Kollmann

Palantir Stock 'Way Over-Blown,' Says Wedbush—Wall Street Sees 70% Upside Ahead

Wedbush analyst Dan Ives dismisses recent Palantir sell-off, maintaining $230 price target implying 70% upside, arguing the company's AI orchestration platform is essential for enterprise deployment despite competition concerns.
PLTRenterprise AIAnthropic
BenzingaBenzinga··Erica Kollmann

Trump Endorses Palantir, Triggering $10B Market Surge Amid AI Competition Concerns

Trump endorses Palantir on Truth Social, praising its defense capabilities. Stock surges $10B in market cap within hours after 16% weekly decline.
PLTRgovernment contractsAnthropic
BenzingaBenzinga··Erica Kollmann

Burry Signals Another Market Retreat With Cryptic 'Lights Out' Post

Contrarian investor Michael Burry retreats from social media again, a pattern historically preceding his bearish market calls. He's recently warned of an AI bubble and targeted $NVDA and $PLTR.
NVDAPLTRAI bubbleMichael Burry
BenzingaBenzinga··Erica Kollmann

Burry's Palantir Reckoning: Investor Warns Media Ignored Valuation Red Flags

Michael Burry criticizes media coverage of his bearish $PLTR bet, arguing outlets focused on notional size rather than fundamental concerns about margins and accounting signals.
PLTRAISaaS
BenzingaBenzinga··Erica Kollmann

Palantir Doubles Down on Claude Despite Pentagon's Supply-Chain Warning

Palantir pursues Claude AI despite Pentagon's six-month phase-out order, while investor Michael Burry maintains 40% downside prediction citing valuation concerns.
PLTROpenAIAnthropic
BenzingaBenzinga··Erica Kollmann

Burry Warns Trump's Political Survival May Hinge on Oil, Markets as Iran Tensions Escalate

Michael Burry warns that Trump faces political vulnerability as oil surges 50% and equity markets decline amid Iran tensions, risking dangerous escalation.
SPYQQQDIAXLEoil pricesstock market decline
BenzingaBenzinga··Rishabh Mishra

Burry Flags Adobe's Creative Dominance at Risk, Pushes Midjourney Acquisition

Investor Michael Burry urges Adobe to acquire Midjourney to defend against free AI competitors. Adobe stock down 20% YTD despite strong fundamentals.
GOOGGOOGLADBEstock declinegenerative AI
The Motley FoolThe Motley Fool··Danny Vena, Cpa

Burry Targets Palantir at $46 as Market Debate Intensifies Over Valuation

Michael Burry predicts Palantir could fall to $46, citing unprofitability concerns. However, the company's recent 70% revenue growth and strong earnings create valuation debate.
PLTRstock valuationearnings growth
Investing.comInvesting.com··Timothy Fries

Palantir Shares Decline on AI Valuation Skepticism

Palantir shares fell 4.83% after Michael Burry warned of unsustainable AI valuations and predicted 66% downside. Analysts debate whether the firm's strong fundamentals justify premium pricing.
PLTRstock valuationenterprise software