Jim Chanos

The U.S. stock market is highly concentrated in a handful of mega-cap tech stocks, with AI-linked stocks pulling in an outsized share of new money. Stocks Dominate The S&P 500 According to an X post by The Kobeissi Letter on Wednesday, the 10 largest U.S. stocks now represent a record 41% of...

Artificial intelligence (AI) is no longer just a Wall Street narrative; it is the definitive engine of the U.S. economy, driving the vast majority of national growth in early 2026. Historic Economic Impact According to the U.S. Bureau of Economic Analysis, real gross domestic product (GDP)...

Elon Musk’s SpaceX is heading for what may be the largest IPO in history this summer, but a public filing Wednesday revealed the company plans to spend up to $119 billion on Terafab, a Texas chip plant designed to take on Taiwan Semiconductor Manufacturing Co. (NYSE:TSM). An application...

On Tuesday, Kevin O'Leary pushed back against growing opposition to his massive Utah AI data center project, arguing environmental criticism is overstated even as concerns mount over fossil fuel use, water consumption and local ecological strain. O'Leary Defends Utah AI Data Center The "Shark Tank...

Short seller James Chanos has questioned investor Cathie Wood-led investment firm ARK Invest‘s prediction that Robotaxis could become a $34 trillion market by 2030. A Bold Prediction Quoting a post by Ark Invest on the social media platform X on Monday, Chanos questioned Ark’s approach...

On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast for hyperscaler AI infrastructure spending. Morgan Stanley Projects Massive AI Capex Boom From Big...

A surge in capital expenditure related to artificial intelligence could enhance earnings per share estimates for the S&P 500 in the years 2026-27, according to short-seller Jim Chanos. AI Capex Could Boost S&P 500 EPS A significant rise in AI-related capital expenditure (capex) is expected...

Tesla Inc. (NASDAQ:TSLA) recently ramped up its Robotaxi operations in Texas, providing unsupervised Robotaxi rides in Dallas and Houston, while it was already providing rides in Austin. While the ramp-up in Cybercab production could provide another boost in its Robotaxi exploits, Tesla remains far...

Amazon.com Inc. (NASDAQ:AMZN) made up over 50% of Rivian Automotive Inc.‘s (NASDAQ:RIVN) revenue in the first quarter of 2026, according to earnings data shared on Thursday. Very Proud Of Our Relationship, Says RJ Scaringe During the earnings call, Rivian CEO RJ Scaringe was asked to comment...

Tesla Inc. (NASDAQ:TSLA) reports first quarter earnings after the bell today, with a Q&A call scheduled for 5:30 p.m. ET. The stock has rallied recently on Elon Musk’s AI5 chip reveal and a wider Robotaxi rollout into Dallas and Houston. But Polymarket only gives the company an 18% chance...

Elon Musk-led SpaceX is reportedly cautioning investors looking to participate in the upcoming IPO that the company’s orbital datacenter goals, as well as plans to colonize Mars, rely on technology not yet proven, casting doubt over the projects’ commercial benefits. Filing Shows SpaceX...

Avis Budget Group, Inc. (NASDAQ:CAR) shares are climbing rapidly during Thursday’s trading session. The move follows a period of intense volatility for the mobility giant. A massive short squeeze is the primary driver behind the sudden upward price action. The Nasdaq is up 0.51% while the S...

Jim Chanos is not impressed with Elon Musk’s latest pitch to Tesla Inc. (NASDAQ:TSLA) shareholders. The $13 Trillion Number Musk’s lieutenants have been hitting up chipmaking equipment suppliers including Applied Materials, Lam Research and Tokyo Electron for price quotes on gear for...

NIO Inc (NYSE:NIO) shares are bouncing around Monday following a strong jump after CEO William Li reaffirmed his confidence in hitting the company's ambitious full‑year delivery growth target of 40% to 50%. Here’s what you should know. NIO stock is taking a breather. What’s ahead for...

Muddy Waters founder Carson Block says that artificial intelligence will trigger economic fallout that could make the 2008 global financial crisis “pale in comparison.” Block argued that AI-driven job losses will cascade through the U.S. economy over the next several years. Fewer jobs...