Ahead of DAL Earnings, Elon Musk Mocks Delta's Starlink Snub: 'Accessing the Internet Is Utterly Impossible'

Michael Burry Is Betting Against Artificial Intelligence (AI). Here's the Case for and Against, and the One Stock I'd Still Own.

Michael Burry has increased his bearish bets against AI stocks, warning of a potential crash. While concerns exist about massive infrastructure spending and monetization challenges, the article presents a balanced view noting AI is still in early adoption stages with strong revenue growth potential. Amazon is highlighted as the recommended stock to own regardless of AI's future, given its diversified revenue streams beyond cloud computing.

If You're Worried About an AI Bubble, Here's the Tech Stock Portfolio I'd Build

Despite concerns about an AI bubble with some stocks trading at extreme valuations, the article identifies three major tech companies as relatively safe AI investments: Nvidia with a P/E of 31 and strong revenue growth, Amazon leveraging AI through AWS with stable e-commerce backing, and Alphabet benefiting from AI in advertising and cloud services. All three maintain strong liquidity and profitability despite significant capital expenditure commitments.

Wall Street Still Treats Micron Like a Commodity Stock — Analyst Says That's a Costly Mistake

Micron (MU) stock gains in premarket trading. D.A. Davidson highlights a massive valuation gap vs. AMD and Intel amid AI expansion.

Earnings Scheduled For October 9, 2026

Companies Reporting Before The Bell • Delta Air Lines (NYSE:DAL) is expected to report quarterly earnings at $1.80 per share on revenue of $18.68 billion. • New Horizon Aircraft (NASDAQ:HOVR) is likely to report

Delta Air Lines Sees Q4 Adj EPS $1.15-$1.65 vs $1.51 Est; Sees Sales $17.527B vs $17.192B Est

Delta Air Lines Sees Q4 Adj EPS $1.15-$1.65 vs $1.51 Est