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A.I. valuation fears persist following Burry warning

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Manage episode 519022166 series 2876583
Content provided by CNBC International. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC International or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Market jitters over A.I. valuations persist. ‘Big Short’ investor Michael Burry says hyper-scalers are overstating their earnings while Japan’s Softbank sees its share price plunge following the sale of its stake in Nvidia. The company has pledged to double down on its OpenAI investment. Germany’s Infineon hikes the FY forecast for its A.I. data centre revenue despite Q4 earnings coming in below expectations. CFO Sven Schneider is confident the A.I. boom will continue to drive the company’s success. And in UK politics, a briefing war is raging with reports and counter-reports of a Labour leadership contest to oust Prime Minister Sir Keir Starmer just a fortnight before his Chancellor’s high-stakes budget.

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1700 episodes

Artwork
iconShare
 
Manage episode 519022166 series 2876583
Content provided by CNBC International. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC International or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Market jitters over A.I. valuations persist. ‘Big Short’ investor Michael Burry says hyper-scalers are overstating their earnings while Japan’s Softbank sees its share price plunge following the sale of its stake in Nvidia. The company has pledged to double down on its OpenAI investment. Germany’s Infineon hikes the FY forecast for its A.I. data centre revenue despite Q4 earnings coming in below expectations. CFO Sven Schneider is confident the A.I. boom will continue to drive the company’s success. And in UK politics, a briefing war is raging with reports and counter-reports of a Labour leadership contest to oust Prime Minister Sir Keir Starmer just a fortnight before his Chancellor’s high-stakes budget.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

1700 episodes

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