Steve Eisman

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Steve Eisman warns AI sector's future hinges on OpenAI and Anthropic's spending, valuations

Steve Eisman warns AI sector's future hinges on OpenAI and Anthropic's spending, valuations

Steve Eisman warns the AI trade's future depends on OpenAI and Anthropic, with potential tech sector selloffs if spending slows.

OpenAI and Anthropic drive 70% of Big Tech's AI revenue, Eisman warns

OpenAI and Anthropic drive 70% of Big Tech's AI revenue, Eisman warns

OpenAI and Anthropic generate 70% of AI revenue for Microsoft, Amazon, Google, and Oracle, per Steve Eisman's CNBC appearance.