Michael Burry of "The Big Short" is lighting up social media after betting against Nvidia and Palantir and casting doubt on the AI boom.

Amid the recent volatility, two "Magnificent Seven" names are emerging as the sector's most resilient bets: Alphabet and Apple.

Burry, the manager of hedge fund Scion Capital, said he believes that hyperscalers are making overly optimistic estimates for ...

Seven companies, including Amazon, Microsoft and Alphabet, the parent company of Google, now make up well over a third of the ...