Bitcoin surged past $87,000 on September 21, 2026, liquidating hundreds of millions in short positions. The price movement prompted crypto analysts to reassess market cycles, while Argentine official Adorni justified undeclared wealth through Bitcoin investments from 2014-2018 in an illicit enrichment case.
Michael Burry argues that the Big 5 hyperscalers (Amazon, Meta, Alphabet, Microsoft, Oracle) may have roughly $3 trillion in AI infrastructure commitments not obvious in headline capex figures, citing lease obligations and off-balance-sheet spending. Traders discuss how AI capex trends and macroeconomic factors like interest rates are driving market volatility in tech stocks, with some questioning whether 2026 may represent a peak for cloud infrastructure economics.
Micron's stock price surged past $1,000 as the memory chip sector rallies ahead of the company's September 30 earnings report. Michael Burry had shorted the stock in early July, and Micron gained approximately $36 billion in market capitalization during the trading day.