CapitalAI Daily | AI + Finance News & Market Insights

Thursday, June 11

Banks

Morgan Stanley’s Mike Wilson Predicts Rotation Away From Semiconductor Stocks, Sees Consumer and Two Other Sectors as the Next Trade

Henry KanapiJune 10, 2026

Morgan Stanley Says Memory Market Could Quadruple to $890,000,000,000 in 2026 – Here’s What It Means for Micron (MU) Investors

Intelligence June 8, 2026

JPMorgan Says Investors Should ‘Buckle Up’ for Price Swings From SpaceX, Anthropic and OpenAI IPOs – Here’s the Bank’s Outlook

Banks June 5, 2026

Billionaire Dan Loeb Says One AI Chip Name Is Undervalued and Will Eventually Break Out, Calls Bearish Case ‘Foolish’

Intelligence June 5, 2026

Goldman Sachs CEO David Solomon Says S&P 500’s Other 490 Stocks Are ‘Pretty Attractive’ – Here’s the Catalyst He’s Watching

Banks June 5, 2026

Former Morgan Stanley Executive Names Catalyst That Could Trigger Bitcoin (BTC) Resurgence Amid Falling Prices

June 4, 2026

Billionaire Bill Ackman Calls Three Magnificent 7 Names Undervalued While Investors Pour Into ‘Short-Term’ Semiconductor and Energy Plays

June 4, 2026

Bottom Signal? Citi Says $3,800,000,000 in Spot Bitcoin ETF Outflows Are the Main Catalyst Driving BTC Sell-Off

June 3, 2026

Latest News

Markets & Investments

Billionaire Ray Dalio Says an AI Bubble Is Building, Reveals What Has Triggered Major Collapses in History

Billionaire Ray Dalio says the AI buildout is no different from other major technology cycles…

Intelligence

BlackRock’s Rick Rieder Tells Investors To ‘Stay In It,’ Says Multiples of One Surging Sector Now Lower Than Nine Months Ago

BlackRock executive Rick Rieder believes investors should stay the course in the equity market, noting…

Intelligence

Wedbush’s Dan Ives Reveals $575 Price Target for Microsoft, Says Market Is Mispricing MSFT – Here’s His Outlook

Wedbush Securities analyst Dan Ives says investors are overlooking Microsoft, predicting that MSFT will eventually…

Intelligence

Fundstrat’s Mark Newton Says Semiconductors Are ‘Unsustainable’ After 40% Rally, Names Two Sectors Starting to Look Attractive

Mark Newton, Fundstrat’s head of technical strategy, says investors looking to diversify their holdings could…

Banks

Goldman Sachs CEO David Solomon Warns ‘More Greed Than Fear’ in Markets Right Now Following Google’s $80,000,000,000 Raise

Goldman Sachs chief executive David Solomon says he’s starting to see signs of froth in…

Jobs & AI

Sam Altman Says He Misspoke on AI and Jobs, Clarifies AI Outperforms Professionals Only at ‘Small Tasks’ in 44 Occupations

OpenAI chief executive Sam Altman is walking back on the AI jobs displacement narrative, noting…

Intelligence

Breakout Alert: MongoDB (MDB) Surges 20.36% in a Day – Here Are the Key Price Levels

The popular document database platform MongoDB (MDB) has surged more than 20% in just one…

Big Tech & AI

Warren Buffett’s Berkshire Hathaway Pouring $10,000,000,000 Into Alphabet As Tech Giant Raises $80,000,000,000 for AI Infrastructure

Warren Buffett’s Berkshire Hathaway is deploying billions of dollars into Alphabet to support the tech…

Crypto

Michael Saylor’s Strategy Sells Bitcoin To Fund Dividends as USD Reserve Collapses 60% to $900,000,000 in Three Months

Michael Saylor’s Bitcoin treasury company, Strategy, abruptly dumps a portion of its massive BTC stack…

Banks

Morgan Stanley and Bank of America Warn AI Trade Is Cooling, One Says ‘Hold’ and the Other Sees a Correction Coming

Banking giants Morgan Stanley and Bank of America (BofA) are issuing a warning about the…