Michael Burry Buys Put Options on Nvidia, Micron, and Palantir as "The Big Short" Investor Predicts a 1987-Style Market Crash

Michael Burry, famous for predicting the 2008 housing crisis, is now betting against AI stocks by purchasing put options on Nvidia, Micron, and Palantir. He warns of an impending 1987-style market crash driven by AI euphoria and unsustainable leverage. However, the article argues that unlike the dot-com bubble, these companies have real revenue and profitability, and Burry's bearish track record since 2008 suggests caution in following his predictions.

09/30/2026, 1:30 PM • The Motley Fool

Stock Market Indexes Rally on Inflation Data, Though the Dow Sat It Out

The Nasdaq Composite rose 1.1% and S&P 500 gained 0.6% following cooler-than-expected inflation data, with core PCE rising just 0.2% in August versus the 3.3% forecast. However, the rally was driven almost entirely by six mega-cap tech stocks, while the Dow remained flat as heavyweights like Caterpillar and Goldman Sachs declined. The market has shifted expectations for the next Fed rate hike from October to December.

09/30/2026, 1:03 PM • The Motley Fool

Stock Market Midday, Sept. 30: Markets Rise on Softer Inflation Data, Investors Await Micron Earnings

U.S. markets rose midday on September 30, 2026, following softer-than-expected August PCE inflation data (3.4% year-over-year), which reduced expectations for an October rate hike. The Nasdaq Composite led gains at +0.99%, while the S&P 500 and Dow Jones showed more modest gains. However, analysts warn of concentration risk in AI stocks and deteriorating market breadth, with single-stock volatility rising despite major indexes near all-time highs.

09/30/2026, 12:19 PM • The Motley Fool

If You Buy Micron Today, Here's Where It Could Be in 5 Years

Micron Technology is positioned to benefit significantly from AI-driven demand for high bandwidth memory (HBM). The company is investing over $250 billion in U.S. manufacturing capacity expansion through 2035 and launching research initiatives to develop next-generation memory technologies. Bank of America analysts project Micron's EPS could reach $230 by 2030, potentially driving stock prices to $2,550-$3,910 by 2031, representing up to 271% upside from current levels.

09/30/2026, 11:18 AM • The Motley Fool

Did You Miss Out on Nvidia and Micron Technology? This Super Semiconductor Stock Could Soar Over the Next Few Years.

Cohu, a semiconductor testing and inspection equipment supplier, is positioned to benefit significantly from the AI data center boom. The company supplies critical quality control machines to major chip manufacturers and has an expanding $850 million sales pipeline in the AI segment. With projected 35% revenue growth to $612 million in 2026 and potential earnings doubling to $1.85 per share in 2027, analysts suggest the stock could deliver strong returns despite its current premium valuation.

09/30/2026, 11:09 AM • The Motley Fool

AI Stocks Are Creating a Sneaky Risk for S&P 500 Investors, and History Is Flashing a Warning Signal

The S&P 500's top 10 stocks now account for 39% of the index's value, with nearly all heavily focused on AI development. This concentration mirrors the dot-com bubble of 2000, raising concerns about market vulnerability. While AI companies have spent over $300 billion on data centers, Goldman Sachs warns they need $1 trillion in annual AI revenue for healthy profits. Despite historical parallels and elevated valuations, long-term investors are advised to stay invested as the market has recovered from past downturns.

09/30/2026, 8:30 AM • The Motley Fool

Prediction: Micron Will Do a Stock-Split Before the End of the Year. And It Could Come on Wednesday

Micron Technology, trading above $1,000 per share amid soaring profits from the memory chip shortage, is predicted to announce a stock split before year-end, possibly during its Wednesday earnings report. The company's exceptional financial performance and high share price make it a natural candidate for a split, similar to Nvidia's 2024 split, which could improve accessibility for retail investors and boost stock performance.

09/29/2026, 3:15 PM • The Motley Fool

The Big Short’s Michael Burry Delivers His Bluntest Warning Yet Regarding AI Stocks. Should You Listen?

Michael Burry, famous for predicting the 2008 housing crash, has intensified his bearish stance on AI stocks, warning that 'the bubble in AI may burst sooner than later.' He has shifted from short positions to put options with shorter timeframes on several AI-related stocks and semiconductors, betting on a near-term decline. While acknowledging Burry's track record, the article suggests long-term investors should remain focused on AI's fundamental growth story and potential buying opportunities if a crash occurs.

09/29/2026, 1:05 PM • The Motley Fool

Sept. 30 Could Be the Start of a New Paradigm for Micron

Micron Technology is expected to deliver fiscal 2026 Q4 results on Sept. 30 that could reshape market sentiment toward the stock. The article argues that the AI-driven demand for memory chips represents an unprecedented, multi-year growth wave unlike historical cyclical patterns, with data center spending projected to reach $3-4 trillion by 2030. Currently trading at only 6.8x fiscal 2027 earnings, Micron stock may be undervalued if this elevated demand persists beyond next year.

09/29/2026, 3:03 AM • The Motley Fool

Nvidia's Record Buyback Couldn't Keep the Nasdaq Out of the Red on Monday Morning

The Nasdaq fell 1% on Monday despite Nvidia announcing a record $150 billion buyback expansion. Market weakness was driven by Trump rejecting Iran's peace proposal, causing oil prices to spike and Treasury yields to rise to their highest level since 2002. Most semiconductor stocks declined sharply, with only Nvidia gaining ground as energy was the only sector posting real gains.

09/28/2026, 12:23 PM • The Motley Fool

United Kingdom NOR Flash Market (2026-2031) - ADAS and EV Platform Adoption Drives Growth

The UK NOR Flash market is projected to grow from USD 106.64 million in 2026 to USD 134.82 million by 2031 at a 4.8% CAGR, driven by rising demand from automotive electronics, EV platforms, 5G infrastructure, and IoT deployments. However, limited domestic manufacturing capacity and supply chain vulnerabilities pose structural risks, with lead times reaching 24 weeks for automotive-grade components in 2026.

09/28/2026, 8:57 AM • GlobeNewswire

This S&P 500 ETF Could Help Protect You Against One of the Stock Market's Biggest Risks Right Now

The S&P 500 has become heavily concentrated in large-cap tech stocks, with the top 10 holdings accounting for nearly 38% of the index. This concentration poses downside risk if tech stocks decline. The Invesco S&P 500 Equal Weight ETF (RSP) offers an alternative by weighting all S&P 500 companies equally, reducing tech sector exposure from 37.9% to 14.7% and providing better downside protection, though with lower upside potential.

09/27/2026, 7:19 AM • The Motley Fool

Prediction: Micron Will Crush Earnings And...

Micron Technology is expected to report strong fiscal Q4 earnings driven by the AI-driven memory supercycle, with surging demand for DRAM and NAND. However, despite blowout results, the stock may not rally significantly as investors are increasingly concerned about when the memory supercycle will end. Micron's lower HBM market share (18% vs competitors' 50%+ shares) makes it more exposed to potential pullbacks in conventional DRAM and NAND prices.

09/26/2026, 10:05 AM • The Motley Fool

Prediction: A Stock Market Crash Is Coming. Here's What Investors Should Do Based on Warren Buffett's Time-Tested Advice.

The article warns that the S&P 500 is vulnerable to a crash due to mounting risks including surging oil prices from Middle East geopolitical conflict, rising inflation, Federal Reserve interest rate hikes, and potential slowdown in AI development. The author cites the S&P 500's elevated valuation (second-highest in history) and recommends following Warren Buffett's time-tested advice: view downturns as buying opportunities, focus on long-term fundamentals, and avoid panic selling.

09/25/2026, 11:02 AM • The Motley Fool

Could Micron Stock Reach $2,000? 1 Reason to Believe It -- and 1 Reason to Be Skeptical

Micron stock trading around $1,086 could theoretically reach $2,000 if the company sustains current extraordinary earnings levels through AI-driven demand and long-term customer agreements. However, investors should be cautious as the memory industry is cyclical, and competitors like CXMT are gaining market share, which could lead to margin compression and peak-cycle earnings.

09/25/2026, 10:30 AM • The Motley Fool