Why ‘Big Short’ Investor Steve Eisman Is Cutting Risk: ‘Everybody’s in Trouble’
Steve Eisman says he has hedged part of his AI portfolio as OpenAI-Anthropic concentration risk grows.
Stocks · News reference
Broadcom Inc. (NASDAQ: AVGO) works with banks and Blackstone on a $60B financing plan to support AI chip demand for Anthropic.
Reference Details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
Steve Eisman says he has hedged part of his AI portfolio as OpenAI-Anthropic concentration risk grows.
Marvell Technology raised its fiscal 2028 revenue outlook to $18 billion with custom silicon expected to more than double. A major deal with Google worth $120 billion in cumulative revenue over six years, spanning accelerators and controllers, could significantly extend the company's growth runway as hyperscalers invest heavily in custom AI chips for data centers.
https://www.bloomberg.com/news/articles/2026-10-02/microsoft-amazon-cloud-arms-set-to-face-deeper-scrutiny-under-eu-s-tech-rules
The Vanguard Dividend Appreciation ETF (VIG) is highlighted as a potential wealth-building tool for long-term investors. With a 10% average annual return since 2006 and a focus on companies with at least 10 consecutive years of dividend increases, VIG could help investors reach $1 million through consistent monthly contributions over 18-31 years, depending on investment amount.
SanDisk stock dips in Friday trading after a massive 700% 2026 rally, as investors weigh global NAND shortages ahead of October earnings.
Dan Loeb’s Third Point exited five semiconductor holdings in Q2, while several of the stocks have since gained.