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Careful MSFT, AMZN, ORCL Bulls: Trouble at OpenAI, Anthropic Could Trigger 'Sustained' AI Selloff, 'Big Short' Legend Says

BenzingaAug 3, 2026, 5:30 PMDaragh Thomas

Steve Eisman says the health of OpenAI and Anthropic is the catalyst to watch for an AI selloff, with Oracle's $638 billion backlog in the crosshairs.

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benzinga
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Aug 3, 2026, 5:30 PM
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Aug 3, 2026, 5:30 PM
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