Michael Burry Spots Troubling Signal for AI Stocks

This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is challenging some of artificial intelligence's most powerful companies, arguing that calls to slow frontier AI development may be less about safety and more about protecting incumbents as competition intensifies and growth becomes harder to sustain. The warning matters for investors because OpenAI and Anthropic are moving toward eventual public listings, while Microsoft (NASDAQ:MSFT) and Alphabet (NASDAQ:GOOGL) have committed enormous capital to an AI boom built on continued demand for increasingly powerful models. Is GOOGL fairly valued? Test your thesis with our free DCF calculator.