Michael Burry of “The Big Short” fame has launched a paywalled Substack blog called “Cassandra Unchained.” The market veteran compares today’s AI boom to the dot-com bubble and specifically calls out Nvidia as the modern equivalent of Cisco.
The AI gold rush is creating a memory crisis that’s about to hit cloud customers in the wallet. OVH’s CEO predicts 5-10% price hikes by September 2026 as GPU demand squeezes RAM and storage supplies. This could accelerate the cloud repatriation trend we’re already seeing.
Microsoft’s ambitious AI push is meeting enterprise skepticism. Despite 150 million Copilot users and 40% Azure growth, IT buyers question the $30/month value proposition for business chatbots.
The Xbox 360 represented Microsoft’s most serious push into Japanese game development, securing major exclusives from Square Enix, Capcom, and FromSoftware. After the Xbox One sold 90% fewer units in Japan, Microsoft largely abandoned the market. Now there are signs they’re trying to rebuild those c
Customer experience has become the defining factor separating successful leaders from the rest. Companies embedding empathy and human insight at every touchpoint are building trust and loyalty. This silent revolution is reinventing how work happens and relationships are built.
Wall Street is getting cold feet about Oracle’s massive AI investments. Credit default swap prices have tripled as the company plans to spend $35 billion on data centers and potentially borrow $100 billion more. That OpenAI deal isn’t looking quite so shiny now.
Lumen Technologies is marking CEO Kate Johnson’s three-year anniversary with major partnership announcements. The company unveiled Lumen x Meter, a click-to-buy networking service combining WAN and LAN capabilities. This represents Lumen’s broader shift toward value-added strategic services for ente
Warner Bros. Discovery is fielding offers from major media players as it weighs a potential sale. The company aims to wrap up the process by mid-to-late December with another bidding round expected soon.
Zoom Communications faces another earnings test with a history of underwhelming investors. The video conferencing giant has seen positive one-day returns just 26% of the time over the past five years. Understanding these patterns could help traders navigate the upcoming announcement.
Epic Games Store has finally launched its long-promised game gifting feature. Players can now purchase and send games directly to friends on their Epic friends list. The feature comes with some limitations and arrives years after competitors.
