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Why Large Language Models Are Hitting a Wall and What That Means for AI, Capital, and Markets

Why Large Language Models Are Hitting a Wall and What That Means for AI, Capital, and Markets

Why Large Language Models Are Hitting a Wall and What That Means for AI, Capital, and MarketsSteve Eisman
Published on: 18/01/2026

AI critic Gary Marcus explains why large language models face diminishing returns, why OpenAI is vulnerable, and how an AI funding unwind could ripple through markets.

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Why Tech Dominates the Market and Why the Next Selloff Could Be Fast and Brutal - Copy

Why Tech Dominates the Market and Why the Next Selloff Could Be Fast and Brutal - Copy

Why Tech Dominates the Market and Why the Next Selloff Could Be Fast and Brutal - CopySteve Eisman
Published on: 18/01/2026

What bank earnings reveal about the economy, tech dominance, consumer strain, and why valuations now matter more than fundamentals.

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The Real Crisis in American Health Insurance: Denials, Incentives, and Moral Injury

The Real Crisis in American Health Insurance: Denials, Incentives, and Moral Injury

The Real Crisis in American Health Insurance: Denials, Incentives, and Moral InjurySteve Eisman
Published on: 15/01/2026

A deep examination of why US health insurance fails patients, doctors, and employers, and how systemic denial has become the business model.

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Why Tech Dominates the Market and Why the Next Selloff Could Be Fast and Brutal

Why Tech Dominates the Market and Why the Next Selloff Could Be Fast and Brutal

Why Tech Dominates the Market and Why the Next Selloff Could Be Fast and BrutalSteve Eisman
Published on: 15/01/2026

Tech now drives over half the S&P 500. This breakdown explains why the market is detached from consumers and what could trigger a violent correction.

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