Steve Eisman, the investor known for his role in « The Big Short », has sold his stake in Alphabet and expressed concerns about the artificial intelligence sector. In a CNBC interview, he explained that he reduced his AI exposure citing fears of a potential correction if the technology fails to meet high market expectations. This decision marks a shift from his previous optimism toward major tech companies. Market participants interpret this sale as a sign of potential cooling in the technology sector, particularly for AI-linked companies. Observers are now monitoring the potential ripple effects on key players in the sector like Anthropic, whose valuation prospects are subject to speculation.
Source: Read the original article
