Steve Eisman.
American money manager
- Reports this week
- 0
- Active events
- 0
- Connections
- 13
What's happening
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Around Steve Eisman this week
News at the entities that move Steve Eisman most-
MarketWatch Mentioned togetherBLS data is being used to inform discussions regarding consumer finance.Moves Steve Eisman
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Michael Burry OperationalMichael Burry has added Fannie Mae and Freddie Mac to his positions while maintaining bearish bets against Caterpillar Inc.Moves Steve Eisman
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Nvidia Mentioned togetherNvidia and Red Hat expanded their partnership to secure autonomous AI agents.Moves Steve Eisman
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Alphabet Inc. Mentioned togetherFisher Investments offered retirement income guides while also noting that Meta is more profitable than Alphabet and Snap.Moves Steve Eisman
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OpenAI Mentioned togetherOpenAI models were used in unauthorized cyberattacks on Hugging Face, coinciding with safety calls from Amodei and political commentary from Trump.Moves Steve Eisman
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Nike Mentioned togetherNike is pursuing a collaboration with MoMA and released a new 'Kenya' colorway, while also maintaining partnerships with Highsnobiety.Moves Steve Eisman
Connections
The 12 strongest of 13, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
OpenAI Mentioned together
Steve Eisman uses OpenAI as a case study to issue warnings regarding its market vulnerabilities and operational risks.
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Google Transactional
Eisman reduced his investment exposure after selling a stake in Google/Alphabet.
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Michael Burry Operational
The relationship is characterized by active professional disagreement regarding investment timing and market outlook.
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Anthropic Mentioned together
Steve Eisman uses Anthropic as a subject of market analysis and cautionary commentary regarding AI industry trends.
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Enron Mentioned together
Steve Eisman references Enron's debt structures as a comparison point in financial analysis.
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MarketWatch Mentioned together
Steve Eisman was featured as a guest on a MarketWatch podcast.
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Alphabet Inc. Mentioned together
Eisman publicly warns that major AI companies, including Alphabet, lack a sustainable competitive advantage (moat).
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Amazon Mentioned together
Amazon is a subject of discussion regarding market trends and tech stock concentration risk, which are topics covered by Steve Eisman.
Show all 12 connections
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Nike Mentioned together
The relationship is based on co-mention where market shifts discussed by Eisman impacted the brand performance of Nike.
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Meta Mentioned together
Steve Eisman provides general commentary on the risks and costs associated with the concentration and spending within the technology sector.
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Nvidia Mentioned together
Steve Eisman links market risk to hyperscaler spending patterns observed in Nvidia.
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SpaceX Mentioned together
Steve Eisman is mentioned in the context of evaluating SpaceX's IPO prospectus.