AI
'Big Short' investor Steve Eisman sees an Achilles' heel in the AI boom
Steve Eisman is warning that the artificial intelligence boom has become increasingly dependent on the fortunes of just two companies: OpenAI and Anthropic.
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Steve Eisman
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Latest on Steve Eisman
Newest firstAI
Steve Eisman is starting to have doubts about AI. The 'Big Short' investor just sold a key tech stock
Steve Eisman is warning that investors may be underestimating the risks if the AI boom fails to deliver on lofty expectations.
Technology
Steve Eisman likes the market overall here, but he's short this software stock
"The Real Eisman Playbook" podcast host and former Neuberger Berman senior portfolio manager said the market environment looks strikingly similar to last year.
AI
'Big Short' Steve Eisman is getting worried about the AI trade
Eisman encountered a theory suggesting that as large language models continue to scale, their performance gains could begin to diminish.
Markets
Why 'Big Short' investor Steve Eisman remains a stubborn bull - and the next big trade he sees coming
"Big Short†investor Steve Eisman says the next big trade in the U.S. will be about companies merging.
Geopolitics
'Big Short' investor Steve Eisman: Tariffs are my only concern
Now host of "The Real Eisman Playbook," Steve Eisman contends Wall Street is underestimating the complexity of ongoing trade negotiations with China and Europe.
Geopolitics
'Big Short' investor Steve Eisman on tariff turmoil: Don't be a hero
Steve Eisman warns Wall Street isn't done discounting worst-case scenarios tied to the Trump's tariffs. But he doesn't see another financial crisis.
