'The market has voted': Michael Burry says Big Tech's AI spending is dragging down the S&P 500 — while Apple wins
Reported by Yahoo Finance · finance.yahoo.com · August 7, 2026
The ‘Big Short’ investor is still bearish on AI as most tech companies’ big capex estimates don’t pay off.
What the tape says
What to watch: Monitor chip inventory cycles — overhang periods precede sharp upside moves in semis.
Market reaction today: $AAPL +0.32%
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