A new analysis shows generative AI is quickly moving from curiosity phase to everyday tool as mobile engagement accelerates at a rapid pace. In its 2025 Generative AI Landscape: From Platforms to Pathways report, market intelligence firm Similarweb finds that generative AI monthly web visits have soared to 7 billion per month on average from October 2024 to September 2025. The figure represents a 76% climb versus the previous year. Meanwhile, app downloads have surged to 1.9 billion over the same time period, up 319% on a year-over-year basis. “The adoption of Gen AI platforms has accelerated dramatically, signalling a…
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.
Payments giant Visa says a new wave of autonomous AI agents is rapidly transforming online fraud into a faster and more dangerous threat. Visa says agentic AI is enabling criminal networks to automate the work once handled by coordinated teams of human scammers. The firm reports a more than 450% increase over six months in dark web posts referencing “AI agent,” reflecting rising demand for automated fraud tools. “What once required coordinated teams of skilled fraudsters can now be executed by AI, automating workflows necessary to design and deploy scams, tailoring social engineering tactics, and rapidly creating convincing criminal infrastructures…
A top tech analyst says the current market pullback is a golden opportunity to buy leading AI companies before the next leg of growth. In a new post on X, Wedbush’s Dan Ives says market bears have a history of dismissing breakthrough technologies that later redefine entire industries. He notes that pessimists made the same mistake with Apple before the iPhone changed the world and Netflix disrupted home entertainment. “In 2008, most investors denied that Apple’s iPhone was going to be anything more than a one-year AT&T-led mobile phone cycle… They mocked Netflix in 2007 and Reed Hastings on the…
AI bubble fears appear to be manifesting in the stock market as mega-cap names lose more than a fifth of their value from record-high levels hit this year. Leading the AI drawdown is the OpenAI partner Oracle (ORCL), which saw its stock surge to an all-time high of $345.72 after signing a $300 billion deal with the ChatGPT creator. But since its one-day rally of 43% on September 10th, ORCL has been plunging, trading at $198.76 as of Friday’s close and down more than 42% from its record level. Another slumping AI name is Palantir (PLTR), a stock that has…
ARK Invest’s Cathie Wood says today’s artificial intelligence surge is fundamentally different from the speculative excess that defined the dot-com mania. In a new ARK Invest webinar, the star fund manager highlights that the technology underpinning AI is far more advanced and ready for widespread adoption across industries. “And this, in comparison to what was going on in the tech and telecom bubble, is night and day… Back then, the technologies were not ready. The costs were way too high. We did not get the cloud until 2006. We did not get the first real breakthrough in AI until 2012,…
Billionaire “Bond King” Jeffrey Gundlach says the AI frenzy fueling US stocks is being driven by powerful momentum forces that can flip sharply once stress appears. In a new Fox Business interview, the DoubleLine Capital founder says the rise of passive investing has created a feedback loop in mega-cap equities, especially companies tied to artificial intelligence. “Well, it is obviously a huge momentum investment. There is so much passive investment now. The passive assets and passive funds. crossed over the assets and active funds. And that just means that money pours in, and they are buying the market-cap-weighted indices, like…
The cost to insure Oracle’s (ORCL) debt has surged sharply as investors search for protection against a potential reversal in the AI boom. The price of five-year credit default swaps (CDS) tied to Oracle has tripled in recent months to around 1.11 percentage points per year, or about $111,000 to insure $10 million of debt, reports Bloomberg. A CDS serves as insurance against a company defaulting on its debt. When CDS prices explode, it shows that traders believe the firm’s credit risk is worsening. Data shows that trading volume in the swaps has swelled to about $5 billion over seven…
Fed Governor Lisa Cook says artificial intelligence could quietly learn to manipulate financial markets, posing risks that regulators have yet to confront fully. In a speech at Georgetown University, Cook warns that AI trading algorithms could distort asset prices without explicit instructions to do so. She highlights that AI trading systems can possibly learn how to manipulate markets by placing spoof orders. “There is also the troubling possibility that AI trading systems could learn to manipulate markets. A recent theoretical study shows that self-learning, profit-maximizing algorithms can unintentionally discover spoofing strategies—that is, placing large orders they never intend to execute just…
A top hedge fund investor believes stock and AI bears will be left on the sidelines once macro tailwinds take effect. In a new Fox Business interview, billionaire Bill Ackman of Pershing Square Capital says many investors are torn between fear of an AI bubble and belief in long-term transformation. To make matters worse for investors, Ackman notes that some stress is emerging in private credit markets, adding to the search for downside risks after years of strong performance. “And I think, you know, people sort of scratching their heads about the AI investment. Is this a frightening investment, or…
“Big Short” investor is sharpening his AI short thesis, taking aim at the economics behind the GPUs powering the boom. Burry recently made a call that hyperscalers are extending the lifecycle use of AI chips and hardware to understate asset depreciation and boost profitability. According to Burry, the fraudulent accounting practice will result in a $178 billion earnings distortion in the coming years. But AI bulls are pushing back, arguing that GPUs can run profitably for six years, making the extended lifespan reasonable. In a fresh post on X, Burry says AI bulls are missing the bigger picture. “The idea…