Goldman Sachs is pointing to three areas of technology it believes are positioned for growth as artificial intelligence reshapes the industry. In a new podcast episode, Darren Cohen, co-head and chief investment officer of Growth Equity within Goldman Sachs Asset Management, says AI is creating new competitive advantages in software and opening decade-long runways in finance and infrastructure. Cohen notes that SaaS (software-as-a-service) companies are absorbing AI faster than expected and will benefit from the new tools. “At least from what we see, I think we take maybe a slightly more balanced view, is I don’t think SaaS is dead.…
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.
Citigroup is betting big on artificial intelligence, giving nearly a quarter of a million staff access to new tools as CEO Jane Fraser predicts the technology will fundamentally change how banks operate. In a Bloomberg interview, Fraser says she thinks AI would fundamentally transform productivity at Citi. The executive says AI is already boosting productivity across the organization, with early use cases spreading from coding to compliance. She adds that the rollout is broad-based, affecting almost all of Citi’s global workforce. “We have a set of tools that almost all of our 240,000 employees have, around the world access, to.…
A top tech strategist is pointing investors toward a stock that has been red-hot as of late, which he says could ride the AI inference eruption. Futurum CEO Daniel Newman says on X that IREN Limited (IREN) is poised to benefit from the imminent shift in AI market emphasis, from training to inference. IREN Limited is a renewable-powered data center operator pivoting from Bitcoin mining into GPU-dense AI cloud services. With secured power capacity, Nvidia partnerships, and infrastructure tailored for inference workloads, it is in a solid position to ride the AI inference boom. “Mentioned IREN for the first time…
SpamGPT has surfaced on underground forums as an all-in-one spam and AI-powered phishing toolkit, marketed by cybercriminals as a breakthrough for email-based attacks. Cybersecurity researchers at Varonis warn that the platform mimics enterprise marketing software but is weaponized for phishing and malware delivery. By combining generative AI with automated campaign tools, SpamGPT is being advertised as a “game-changer” for attackers. The interface resembles a commercial email marketing dashboard, complete with campaign management, deliverability testing, and analytics. Unlike legitimate platforms, SpamGPT provides modules for spoofing, bulk SMTP imports, and inbox monitoring, which are features designed to maximize phishing effectiveness. “This platform…
Tesla could be on the path to a $2 trillion valuation as artificial intelligence reshapes its business model, according to the billion-dollar asset manager Wedbush Securities. In a new research note circulating on X, Dan Ives, the global head of tech research at the $5.7 billion wealth manager, says the electric carmaker is entering one of the most important phases in its history as the AI revolution drives new opportunities in autonomous vehicles. He says the Robotaxi rollout is a turning point for the electric vehicle maker. “Investors are starting to see through the near-term demand issues for Tesla and…
An AI stock is attracting fresh attention from Wall Street as banking giants reassess its role in the artificial-intelligence supply chain. Citi, JPMorgan Chase, Wells Fargo, and Rosenblatt Securities have all raised their price targets on Micron Technology (MU). Micron Technology is a longtime leader in computer memory and storage and has now emerged as a key player in the AI industry. The company is focusing on high-performance products such as high bandwidth memory (HBM), which are critical for powering AI accelerators and data centers. In a research note, Citi reiterates its buy rating on MU and lifted its price…
Tech stock strategist Shay Boloor says the market has entered a new phase where the AI trade is no longer just a feature but the foundation of a new economy. The chief market strategist at tech-focused research firm Futurum Equities says on X that a group of stocks will emerge as the winners of the next phase of what he calls an “AI-driven economy.” “We’re not in an ‘AI feature’ cycle anymore; we’re in an AI economy. Stage one was provisioning — GPUs, fabs, scaffolding. Stage two is utilization — turning that capex into tokens, tasks, and outcomes. The debate…
BlackRock is making a major bet on Britain’s data center market, committing hundreds of millions of dollars to a venture that will target underused facilities as demand for AI infrastructure accelerates. The world’s largest asset manager plans to invest as much as £500 million ($678 million) in a new venture called Digital Gravity Partners, reports Bloomberg. The move comes as BlackRock chief executive Larry Fink prepares to join US President Donald Trump on a state visit to the UK, where billions in cross-border investments are expected to be unveiled. The project starts with a site in west London, run with…
One of Wall Street’s longest-standing value investors is lightening its positions in Oracle (ORCL) after the stock hit a new all-time high last week at $345. In a new CNBC interview, Charles Bobrinskoy, Ariel Investments’ vice chairman and head of investment group, says Oracle’s rapid rise has outpaced its fundamentals. The firm had identified the company as its favorite value tech stock years earlier when it traded at a fraction of today’s price. “We’re value investors at Ariel. And we try and buy things when they’re out of favor and sell them when they’re in favor. And Oracle has gone…
Google DeepMind chief Demis Hassabis says concerns over artificial intelligence’s energy use must be weighed against the long-term benefits the technology could deliver in climate and grid efficiency. Speaking at the All-In Summit, Hassabis says his team is focused on making models both powerful and efficient because Google must serve billions of users every day at low cost and speed. He notes that techniques like distillation, where large models train smaller ones to mimic their performance, have already delivered big leaps. “Over time, if you look at the progress of the last two years, the model efficiencies are like 10x,…