According to CNBC, investor David Einhorn has revealed that he has repurchased shares of Peloton following the company's recent stock dip. Einhorn's decision suggests confidence in Peloton's potential for recovery and future growth. The report also highlights other investment moves Einhorn is making, signaling his strategic approach to the current market conditions.

According to @StockMKTNewz, citing Bloomberg, hedge fund manager David Einhorn warned that the extreme scale of AI infrastructure spending makes the numbers hard to justify and carries a reasonable chance of significant capital destruction this cycle, even if the technology proves transformative (Bloomberg via @StockMKTNewz). For traders, these Bloomberg-reported remarks flag valuation and capex-cycle risk across AI-exposed equities and AI-linked crypto narratives, warranting tighter risk management around the AI trade (Bloomberg via @StockMKTNewz).