Day: November 13, 2025

Renowned investor Michael Burry is warning that the hype around artificial intelligence (AI) could lead to significant earnings downfalls for top tech companies like Meta, Oracle, Microsoft, Amazon, and Google. Burry’s concerns are centered on the rapidly aging compute infrastructure in these mega-cap firms. According to Burry, the estimated depreciation of AI-related expenses could reach … Read more

Global asset management firm Barings predicts that private credit markets in Europe will continue to experience steady growth due to increasing investor interest in diversifying their portfolios beyond the US amid geopolitical tensions. The “attractive relative value” of Europe compared to the US is a key factor driving capital flows into the European private credit … Read more