""lack of true AI innovation.""
""that repeatedly change narratives in search of relevance, such as a sports company pivoting into AI dating.""
There were 166 short-selling campaigns launched in 2025, a 55% increase from 2024. The vast majority of campaigns were based in the United States. Technology companies were the most targeted sector, with 55 campaigns focused on tech firms. AppLovin was a common short and its stock fell nearly 40% this year. The slide in software names such as Salesforce and Oracle intensified skepticism about valuations in the age of AI. New short-seller BMF Capital targeted BigBear.ai partly citing a "lack of true AI innovation." Some shorts watch companies that repeatedly change narratives to stay relevant.
Read at Business Insider
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