The US and Iran have just reached an agreement to end hostilities and reopen the Strait of Hormuz, a critical passageway through which 20% of the global oil supply passes. On Truth Social, US President Donald Trump says, “Oil will flow on both ends again for the region, and the world!” Oil prices are tumbling, with US crude oil (WTI) down over 5% on the day, trading at $80.85 per barrel. It seems that the days of higher energy prices are over, and markets are poised for fresh rallies as the final overhang disappears. We looked at multiple data sources…
Author: Henry Kanapi
Henry Kanapi
Henry Kanapi is a journalist and editor covering the intersection of artificial intelligence, financial markets, and technology disruption. He has sourced, written, and edited thousands of stories on crypto, banking, and macroeconomics as Senior Editor at The Daily Hodl, where he helped shape coverage for an audience of over two million monthly readers. At CapitalAI Daily, Henry brings a decade of newsroom experience to fast-paced reporting on AI breakthroughs, market shifts, fraud cases, and regulatory battles. His focus is on accuracy, clarity, and exposing how money moves in the age of artificial intelligence. Henry’s work has been cited by leading financial outlets, investment firms, and research communities tracking the future of markets. He is committed to a high editorial standard rooted in transparency and trust.
Fundstrat Global Advisors head of research Tom Lee believes that the SpaceX (SPCX) initial public offering (IPO) will not mark the market top. The News In a new CNBC interview, Lee says the SpaceX IPO is a two-part offering, totaling a mind-boggling $1.775 trillion. According to Lee, investors have scar tissue from the dot-com bubble, many believing that history will repeat itself. “There’s the IPO, and it’s going to be $75 billion. The second part is the unlocking of the $1.7 trillion of shares that are held by private investors, many of whom have made generational wealth by being seed…
BlackRock chief investment officer Rick Rieder believes that equity investors should stay the course despite the market pullback over the past week and bubble concerns. The News In a new CNBC interview, Rieder says he doesn’t believe the stock market is in a bubble, as he believes earnings growth is driving equities higher. “There’s no way we’re in a bubble. I mean, the earnings are still really good. It has some characteristics of a bubble because you get this over demand, and then everybody’s got to get out at the same time.” But Rieder notes that the market has to…
Morgan Stanley chief investment officer Mike Wilson says investors should keep a close watch on three sectors that could emerge as the next market leaders following the explosion of semiconductor names. The News In a new Bloomberg interview, Wilson says many semiconductor names have been seeing rising earnings estimates from analysts but have now reached unsustainable levels of 70%. Wilson also notes that the semiconductor names could witness a leverage flush as traders crowd into high-flying names. “Semiconductor revision breadth got to 70%. This only happened three or four times in the last 25 years. The S&P 500 revision breadth…
Micron (MU) investors may be facing one of the biggest questions in the AI trade: whether surging demand for memory chips can keep justifying the stock’s explosive rally. The News In a new episode of the bank’s Thoughts on the Market podcast, Morgan Stanley head of Europe and Asia technology research Shawn Kim says the memory market is forecast to surge from $220 billion in 2025 to about $890 billion in 2026, a near-quadrupling fueled entirely by AI infrastructure. “Expectations for 2026 memory revenues rose 71% in just three months. That implies roughly $600 billion of incremental memory revenues in…
JPMorgan Asset Management global market strategist Stephanie Aliaga says equities will likely witness wild price swings as three AI giants, including SpaceX, are expected to make their public market debuts this year. The News In a new CNBC interview, Aliaga says she expects turbulence in the market as investors begin to scrounge up capital to participate in the initial public offerings of SpaceX, Anthropic and OpenAI. “I think we should be buckled up for some volatility. Obviously, there’s going to be some high-profile liquidity entering the market.” In late May, Goldman Sachs managing director John Flood said that institutional investors,…
Billionaire and Third Point founder Dan Loeb says investors are making a historic mistake on one dominant semiconductor name just because of its astronomical market cap. The News In a new interview with the All-In Podcast crew, Loeb pushes back on the popular narrative that Nvidia (NVDA) is overvalued because of its $5 trillion market cap. The billionaire says Jensen Huang’s chipmaker is actually undervalued on a forward earnings basis. “I mean, that’s a rub against Nvidia, which is a $5 trillion company. And people feel like it’s sort of a ceiling on it. I think we’ll look back at…
Citi Research global head of technology and communications Heath Terry says the recent weakness in some AI chip names is creating an opportunity for long-term investors and dip buyers. The News In a new CNBC interview, Terry says bottlenecks cut both ways, as they create demand while also impeding infrastructure construction. “There’s a reason we call them bottlenecks. And you’re seeing a lot of that right now…. On the demand side of things, just in terms of the ability to build enough infrastructure and have that infrastructure ready at the same time as the chips, lining all of that up…
Goldman Sachs CEO David Solomon says that while investors are chasing tech and semiconductor names, he’s keeping a close watch on the 490 stocks that will likely benefit from technological advancements. The News In a new Bloomberg interview, Solomon says the top 10 companies in the S&P 500 are trading at 30x forward earnings, but their valuations can be justified by earnings growth. He also pointed to the dot-com bubble when valuations of the top 10 companies were above 40x forward earnings. “The earnings multiple on the top 10 companies in the S&P 500, these are approximate numbers… the top…
A former executive at banking giant Morgan Stanley, Jordi Visser, believes that it is only a matter of time before Bitcoin (BTC) recaptures investor interest, despite prevailing bearish conditions. The News In a new post on X, Visser says investors should take a close look at Nvidia CEO Jensen Huang’s five layers of the AI stack, consisting of energy, chips, cloud computing services, AI models and applications. According to Visser, almost every layer is facing bottlenecks, and investors will soon look into plays that have no physical constraints. “The next stage of crypto and BTC from an investment perspective should…