Investor Tom Lee says the market may be misjudging one of the biggest names in artificial intelligence (AI), pointing to a valuation gap that he argues doesn’t make sense. Speaking after Oracle’s results, Lee says strong IT spending is reinforcing the case for companies tied to the AI boom. “Oracle… reported after the close today, the stock is up strongly, up 27%. And in our view, it’s really affirming that IT spending and the visibility for AI spending remains strong.” Turning to Nvidia (NVDA), Lee points out that the stock trades at a lower multiple than well-known retailers like Costco…
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.
Oracle shares rocketed as much as 43% in a single day, just as news broke that the cloud service provider inked a massive deal with OpenAI. The Wall Street Journal reports that Oracle and OpenAI signed a five-year, $300 billion compute contract starting in 2027 in one of the largest cloud deals ever. The contract would require 4.5 gigawatts of capacity, roughly equal to two Hoover Dams, underscoring the capital intensity of frontier AI. On the same day, ORCL shares jumped from $241 to as high as $345, an over 43% surge before closing at $328 The new deal between…
Interactive Brokers chief strategist Steve Sosnick says the frenzy around artificial intelligence continues to drive retail flows, pushing investors to bid up stocks that deliver even modest AI exposure. In a CNBC interview, Sosnick says the market’s reaction to Oracle’s latest forecast shows how investors are treating cloud and AI themes as catalysts for rapid revaluations. “All things cloud, all things AI are still capturing investors’ imaginations. And the fact that the amount of money that’s just been put on top of Oracle because of admittedly a very good forecast is just astounding.” Sosnick says the scale of the move…
CoreWeave is moving beyond infrastructure into investing, launching a ventures arm designed to back startups building the next wave of artificial intelligence platforms. In a new press release, the firm unveils CoreWeave Ventures, an investment arm that will provide a mix of capital, compute-for-equity transactions, and access to its GPU-heavy cloud platform to help founders bring products to market faster. Co-founder Brannin McBee says the project is designed to support founders pushing technical advancements. “Our aim with CoreWeave Ventures is to give other audacious, like-minded founders the support they need to drive technical advancements and bring to market the next…
BlackRock’s chief investment officer of global fixed income, Rick Rieder, says markets today offer the broadest range of opportunities he has seen in his career. In a CNBC interview, Rieder explains why he believes the investment backdrop is unprecedented, citing strong earnings, abundant liquidity, and cross-asset income. “I think it’s the best investment environment. You have a couple of things taking place all at once. Technology is changing. We’ve got incredible earnings growth. There are a number of tech companies. That’s exciting. You’ve got bifurcation across different companies in the fixed income market. You’ve got income everywhere. You can still…
Goldman Sachs says a multitrillion-dollar wave of AI infrastructure spending could be the catalyst that spreads gains beyond the market’s largest tech names. In a CNBC interview, Goldman’s chief US equity strategist, David Kostin, points to Nvidia’s latest forecast for industry capital spending through the end of the decade and ties it to how stock market leadership could broaden. “Goldman Sachs tech conference in San Francisco, NVIDIA commented about the idea of $3 trillion, T with a trillion, capital spending that they anticipate over the next several years from now to 2030. So that would be a tailwind to the…
Mark Cuban says the real disruption from artificial intelligence won’t come from large language models but from robots that can see, move, and act in the physical world. In a panel discussion at the All-In Summit, the billionaire investor says the current AI craze is limited by its text-based nature. While chatbots have dominated headlines, Cuban explains they can’t sense or process the physical environment. He predicts that AI’s next wave in robotics has the potential to upend labor markets. “But in the long term, it comes down to robotics. Because the electrical workers, if robotics do what robotics need…
Tech titan Elon Musk says artificial intelligence (AI) could surpass the collective intelligence of humanity in just a few years. In a panel discussion at the All-In Summit, the billionaire says that advances in AI will continue as processing power scales, noting that incremental leaps in compute will yield massive jumps in capability “I think there’s a natural logarithmic function associated with the amount of compute. So then, like, say, for argument’s sake, like 10x more compute will double the intelligence… That still means that you go from 100 IQ to 200 IQ. So pretty, pretty big deal.” Musk predicts…
OpenAI chief executive Sam Altman says artificial intelligence could drive the economy into an era of radical abundance, but warns that society must solve a new problem. In an interview with venture capitalist Vinod Khosla, Altman says AI is likely to make many goods and services cheaper amid an economy driven by deflation rather than inflation. He paints a picture of everyday essentials becoming universally affordable. “I think it should be hugely, I hope it’s deflationary, I think it should be… I hope that things like water and food and healthcare and education and access to nature and time with…
Morgan Stanley says the rapid expansion of artificial intelligence (AI) could run into a resource bottleneck far beyond chips. In a research note circulating on X, the bank projects that AI data centers will drive annual water use for cooling and electricity generation to new heights in just four years. “We expect AI data centers to drive annual water consumption for cooling and electricity generation to approximately 1,068 billion liters by 2028 (our base case) – an 11x increase from 2024 estimates.” The surge comes as demand for generative AI compute explodes. Morgan Stanley forecasts power needs will expand significantly,…