"The Big Short" investor Steve Eisman says he owns American International Group Inc. AIG, as Cantor Fitzgerald analyst Ryan ...

Quick ReadEisman exited his long-held GOOGL position to cut AI risk despite Alphabet posting 24% revenue growth and $119.8B ...

Quick ReadChina's commoditization is already live, with Baidu cutting API pricing by 99% and Alibaba's Qwen surpassing 1 billion downloads as 988 approved LLMs flood the market.Eisman says Kimi K3's ...

Steve Eisman, ‘The Real Eisman Playbook’ podcast host and former Neuberger senior portfolio manager, joins 'Squawk Box' to discuss the latest market trends, state of the AI trade, AI capex spending, ...

Steve Eisman, the investor who shorted subprime mortgages before the 2008 collapse, said the next credit cycle is brewing inside private equity’s software loan book, and generative AI is the trigger.

Eisman warned that OpenAI’s failure could cause a major market correction and push the U.S. economy into recession.

AI will change the world, but the "how" is up for debate.

Steve Eisman, the investor made famous by “The Big Short,” says the artificial intelligence boom has made OpenAI so central to the U.S. economy that its failure could tip the country into recession ...

If you’re looking for that rare Wall Street bear these days, don’t expect to find it in a Wall Street legend who sounded the alarm over the global financial crisis seventeen years ago. That’s because ...

While nothing akin to the big short Eisman is known for (as depicted in the 2015 movie of the same name), he does hold some concerns about how diversified the current market really is. He shared a ...

Steve Eisman, the investor made famous by "The Big Short," said he has reduced his exposure to artificial intelligence after selling his longtime stake in Alphabet , warning that investors may be ...