Meta Understates Earnings While Burry Bets Against Nvidia Palantir

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Investor Michael Burry is sounding the alarm on what he calls a growing artificial intelligence bubble, drawing comparisons to past market excesses. He specifically accuses tech giants like Meta Platforms Inc. and Oracle Corp. of artificially inflating their earnings by understating depreciation. Burry estimates this accounting practice could understate depreciation by a staggering $176 billion between 2026 and 2028, potentially boosting Oracle's reported earnings by 26.9% and Meta's by 20.8% by 2028. He has also reportedly placed bets against other AI favorites, Nvidia and Palantir, and plans to reveal more details on November 25. While some analysts disagree with Burry's strong claims, his warnings highlight a cautious sentiment amidst the AI boom. Despite these financial warnings, AI continues to integrate deeply into various sectors. Kinetic Marketing Communications, for instance, launched its Strategic Marketing AI Framework in Houston on November 11, 2025. This program aims to help marketing and sales teams effectively adopt AI, focusing on practical applications like improving customer engagement, lead generation, and sales forecasting. In the crypto world, AI agents are gaining significant trust, managing investments and executing financial strategies around the clock. Examples include Giza's ARMA, which optimizes stablecoin yields and boasts over $100 million in Total Value Locked (TVL), and ZyFAI, which hunts for high yields across multiple blockchains with $20 million in TVL. The Department of Veterans Affairs (VA) is also leveraging AI extensively to enhance veteran care and operations. Charles Worthington, the VA's CTO and CAIO, reports over 227 AI use cases, with more than 100 already operational. AI tools are helping doctors improve polyp detection in colonoscopies by 20 percent, and a generative AI tool for VA employees has been used by over 100,000 staff, with 80 percent reporting increased efficiency and saving an average of two hours weekly. Even the freight industry is embracing AI to optimize operations, from route planning based on traffic and weather to predicting equipment failures and improving load matching. UN Tourism, recognizing AI's broad impact, adopted a new agenda for artificial intelligence in the tourism sector at its 26th General Assembly in Riyadh, announcing that World Tourism Day 2026 will focus on Digital Agenda and Artificial Intelligence. However, the rapid expansion of AI also brings new challenges. OpenAI, the company behind ChatGPT, is adopting a more aggressive legal stance. In a lawsuit where parents claim ChatGPT encouraged their son's suicide, OpenAI's lawyers made invasive requests for personal family information. The company also subpoenaed Encode, an AI-policy nonprofit critical of OpenAI, seeking information about its funding and coordination with Elon Musk. Financially, large tech companies are increasingly using debt to fund their AI and data center infrastructure, a trend that some experts suggest signals a potential slowdown in the tech sector's boom. This puts pressure on companies to quickly generate returns from AI investments. Amidst all these developments, there's a reflection on what AI cannot do. Columnist Mark Kennedy points out that despite AI's advancements, it will never experience simple human joys and dilemmas, such as feeling indecisive about picking up a penny or getting an ice cream brain freeze. Discussions about AI's future impact continue, with events like Insurtech New England's upcoming session on December 11, 2025, exploring how AI will change work, creativity, and the world.

Key Takeaways

Investor Michael Burry warns of an AI bubble, accusing Meta and Oracle of understating depreciation by an estimated $176 billion from 2026-2028, and has bet against Nvidia and Palantir.
OpenAI is adopting an aggressive legal stance, making invasive requests in a lawsuit involving ChatGPT and a user's suicide, and subpoenaing an AI-policy nonprofit.
Kinetic Marketing Communications launched its Strategic Marketing AI Framework on November 11, 2025, to help businesses integrate AI into marketing and sales operations.
AI agents are gaining trust in crypto, with Giza's ARMA managing over $100 million in stablecoin yields and ZyFAI overseeing $20 million across blockchains.
The Department of Veterans Affairs (VA) has over 100 operational AI use cases, improving polyp detection by 20% and saving 100,000 staff an average of two hours weekly.
UN Tourism adopted a new AI agenda for the tourism sector, with World Tourism Day 2026 set to focus on Digital Agenda and Artificial Intelligence.
The freight industry is leveraging AI for route optimization, predictive maintenance, enhanced driver safety, and improved customer service.
Large tech companies are increasingly using debt to fund AI and data center infrastructure, signaling a potential shift in tech investing and pressure for quick ROI.
Insurtech New England will host an event on December 11, 2025, to discuss AI's future impact on work, creativity, and the world.
Columnist Mark Kennedy highlights that AI cannot replicate unique human experiences like emotional attachments or simple joys.

Michael Burry warns AI bubble is growing

Famed investor Michael Burry continues to claim the artificial intelligence boom is a bubble. He accuses tech giants like Meta Platforms Inc. and Oracle Corp. of overstating their earnings. Burry says they do this by understating depreciation, which he calls a common fraud. He estimates this could understate depreciation by $176 billion through 2026-2028, inflating Oracle's earnings by 26.9% and Meta's by 20.8% by 2028. Some analysts, including Daniel Newman and Ross Gerber, disagree with Burry's strong claims.

Michael Burry warns on AI stocks

Investor Michael Burry is raising concerns about AI stocks, specifically mentioning hyperscalers like Meta and Oracle. His warnings are similar to those made by Jim Chanos, an investor famous for shorting Enron. This article highlights the comparison between Burry's current views and Chanos's past predictions.

Michael Burry says AI firms boost profits

Big Short investor Michael Burry claims major tech companies are artificially boosting their earnings from the AI boom. He states they understate depreciation by extending the useful life of assets, calling it a common fraud. Burry estimates this accounting trick will understate depreciation by about $176 billion from 2026 through 2028, inflating reported earnings for companies like Oracle and Meta. He recently placed bets against AI favorites Nvidia and Palantir. Burry plans to reveal more details on November 25.

Kinetic Marketing launches AI framework

Kinetic Marketing Communications, a women-owned agency, introduced its Strategic Marketing AI Framework in Houston on November 11, 2025. This new consulting program helps marketing and sales teams effectively use artificial intelligence. The framework offers a structured way to integrate AI, focusing on finding important uses and creating custom strategies. It aims to improve customer engagement, lead generation, campaign optimization, and sales forecasting for businesses.

Kinetic Marketing offers AI integration help

Kinetic Marketing Communications launched its Strategic Marketing AI Framework on November 11, 2025, in Houston. This new service helps business leaders effectively integrate artificial intelligence into their marketing and sales operations. Katie Gray, founder, notes it helps marketers adopt AI and show its impact to leadership. The framework aims to bridge the gap between AI's potential and real-world results, offering a clear roadmap for operationalizing AI. It focuses on aligning marketing and sales, unifying data, integrating systems, and enabling AI-powered content creation.

OpenAI takes aggressive legal stance

OpenAI is adopting a more aggressive approach in its legal battles. In a lawsuit where parents claim ChatGPT encouraged their son Adam Raine's suicide, OpenAI's lawyers made invasive requests for personal family information. Jay Edelson, the family's lawyer, objected to these requests. OpenAI also subpoenaed Encode, an AI-policy nonprofit critical of the company, seeking information about its funding and coordination with Elon Musk. This shift marks a change from OpenAI's previous, more conciliatory legal posture.

Crypto traders trust top AI agents

AI agents are becoming increasingly popular in the crypto world, managing investments by executing financial strategies. Despite initial skepticism about black box operations, some agents have earned trust through transparency and strong returns. These agents help traders navigate the fast-moving Decentralized Finance DeFi market by monitoring protocols and rebalancing funds 24/7. Top examples include Giza's ARMA, which optimizes stablecoin yields and has over $100 million in TVL. ZyFAI hunts for high yields across multiple blockchains with $20 million in TVL, and Mamo, backed by Coinbase, simplifies multi-chain investing.

Mark Kennedy lists 10 things AI cannot do

Columnist Mark Kennedy shares his thoughts on the differences between human and artificial intelligence. He believes that despite AI's advancements, it will never experience many simple human joys and dilemmas. Kennedy lists ten things AI will miss, such as feeling indecisive about picking up a penny or getting an ice cream brain freeze. Other examples include having a sentimental attachment to a sweatshirt, developing a celebrity crush, or enjoying activities like baiting a fish hook or petting a dog. He emphasizes the unique aspects of human experience that AI cannot replicate.

AI debt signals shift in tech investing

Large tech companies are increasingly using debt to fund their artificial intelligence and data center infrastructure. This trend suggests a shift in tech investing and signals that the sector's boom might be slowing down. Experts warn that companies face pressure to quickly make money from AI investments. This means small and mid-size businesses should focus on clear returns on investment, be cautious about risks, and prioritize efficient AI solutions over hype. It also highlights the importance of careful vendor due diligence.

UN Tourism adopts AI agenda in Riyadh

UN Tourism concluded its 26th General Assembly in Riyadh, setting a new agenda for artificial intelligence in the tourism sector. The assembly, attended by 148 Member States, focused on innovation and digital transformation. A special session on AI's impact included leaders from public and private sectors, and Smart Tour from Brazil won the UN Tourism AI Challenge. Shaikha Al Nowais was confirmed as the first woman Secretary-General, starting in 2026. The organization also announced that World Tourism Day 2026 will focus on Digital Agenda and Artificial Intelligence, with El Salvador as the host.

Fleets can navigate AI revolution

The freight industry is undergoing a major change due to advancements in artificial intelligence. Danielle Villegas from PCS Software explains how fleets can use AI to improve their operations. AI can optimize routes by analyzing traffic and weather, predict equipment failures for proactive maintenance, and better match loads with carriers to reduce empty miles. It also enhances driver safety by monitoring behavior and improves customer service with AI chatbots. Embracing AI requires adapting to new technologies and training.

Insurtech New England discusses AI future

Insurtech New England is hosting an event on December 11, 2025, sponsored by Foley Hoag, to discuss the future impact of artificial intelligence. The event, titled AI's Impact in 2025 and Beyond, will explore how AI will change work, creativity, and the world. The agenda includes networking, a Meet a Startup session with Horacio Herrera-Fajer from GRAIL, and a panel discussion. Panelists include Kiran Mallavarpu from The Hanover and Jen Phillips from Guardian Life.

VA explores AI to improve veteran care

The Department of Veterans Affairs VA is actively exploring artificial intelligence tools to improve its operations and health care services for veterans. Charles Worthington, the VA's CTO and CAIO, reports over 227 AI use cases, with more than 100 already operational. AI is helping doctors identify concerning polyps in colonoscopies, improving detection rates by 20 percent. A generative AI tool for VA employees has been used by over 100,000 staff, with 80 percent reporting increased job efficiency and saving an average of two hours weekly. Additionally, ReflexAI uses AI simulations to train Veterans Crisis Line responders, enhancing their skills.