Banking giant Goldman Sachs believes that the hundreds of billions of dollars being allocated to the AI buildout will not slow down anytime soon. In a new Bloomberg interview, Goldman Sachs Asset Management’s co-head of public tech investing, Brook Dane, says the bank’s baseline forecast points to acceleration in AI spending for a longer period of time. According to Dane, the durability of the multi-year AI CapEx indicates investors should have exposure to companies directly benefiting from the spending spree, primarily picks-and-shovels plays. “And so our baseline is you want to still be involved in the semiconductor names, the networking…
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 CIO Tom Lee believes that the S&P 500 is on the brink of igniting a big surge to a fresh record high. In a new CNBC interview, Lee says the market has carved a major low at 6,316 late last month and is now poised to spark a new uptrend. “I think the bottom’s in because last week was a period where the war was getting worse, and oil was going up, but stocks weren’t going down. So that’s a good precondition. And today, we have the rate of change that the war is de-escalating. So I think stocks…
The chief executive of Microsoft AI says skeptics are wrong to predict that AI scaling will hit a ceiling. In a new post on X, Mustafa Suleyman says AI is on the cusp of exponential expansion across data, compute and capability. According to Suleyman, AI scaling skeptics who believe that models will plateau due to data limitations, energy consumption and other reasons are on the wrong side of history. “We’re not hitting an AI ceiling. Here’s why the AI scaling skeptics are wrong. Exponentials help us understand everything that’s going on in AI. For thousands of years, we lived in…
Google is rolling out its redesigned finance platform globally as it deepens its push into AI-driven market tools. The company says the updated Google Finance experience will expand to more than 100 countries over the coming weeks, adding full local language support to broaden access for international users. The rollout builds on earlier launches in the United States and India. The upgrade centers on embedding artificial intelligence directly into how users search for, analyze and track financial data. “AI-powered research: Ask anything, from complex questions about the market to details on individual stocks. You’ll get a comprehensive AI response, with…
The FBI says AI-driven scams are costing Americans hundreds of millions of dollars as thieves leverage the technology to scale and amplify attacks. In its Internet Crime Report 2025, the FBI says individuals and businesses have lost over $893.346 million to scammers using artificial intelligence. The Bureau says it has logged about 22,364 complaints in AI-related scams over the last year, noting that the technology enables fraudsters to generate fake content and personalized conversations en masse. According to the FBI, the bulk of the losses came from investment scams. Thieves use AI to create fake profiles, deepfakes of CEOs and…
The head of macro strategy at Wells Fargo says stock investors may be getting ahead of themselves, warning that other asset classes are not signaling that risk is gone. In a new CNBC interview, Mike Schumacher says stocks are surging too fast, moving ahead of bonds and oil, while volatility begins to stabilize. According to Schumacher, stock investors look flushed with optimism, but bonds and oil are not confirming that the risks are fading. “Stocks have recouped, what, two-thirds of their losses, something like that. In bond land, it’s maybe one-third. In oil, it’s one-third. Something’s not right there. And…
Meta (META) may be showing new signs of life after rallying by nearly 10% as investors rushed in following news of the launch of its new AI model. The social media titan is rolling out a new AI model called Muse Spark, designed to power a smarter, more personal assistant across its apps as it pushes toward personal superintelligence. Muse Spark is designed to manage simple and complex tasks, with strong multimodal perception, visual coding capabilities and shopping mode. Users can now work with multiple subagents to tackle one problem at the same time. “Like planning a family trip to…
The CEO of JPMorgan Chase says artificial intelligence is in the midst of a massive buildout that could be derailed by bad government policy. In his Annual Letter to Shareholders, Jamie Dimon outlines the scale of investment flowing into AI, along with risks and potential government response. Starting with AI CapEx, Dimon says the figure exploded by hundreds of billions of dollars in just one year. “Huge increase in AI-driven capital spending and construction by the five hyperscalers. In 2025, this number was $450 billion, and in 2026, it will be approximately $725 billion. While AI will clearly drive productivity,…
Famed short-seller Michael Burry says Palantir (PLTR) may be on the brink of a long-term decline as Anthropic begins to dominate the enterprise segment. In a new post on X, Burry compares the growth trajectory of Anthropic and Palantir, noting that the Claude creator is now generating $30 billion in annual recurring revenue (ARR) from $0 in 2023. The “Big Short” investor says Anthropic is gaining the upper hand in enterprise, while Palantir settles for low-margin defense and government contracts. “Anthropic is eating PLTR Palantir’s lunch. That massive boost from $9 billion to $30 billion ARR at Anthropic is because…
The CEO of Google DeepMind believes that AI will generate massive gains for tech companies, raising questions about how the wealth could be redistributed to everyday people. In a new interview on the 20VC podcast, Demis Hassabis believes that one way people could capture the upside potential of AI is by participating in pension funds or sovereign wealth funds. According to Hassabis, large pools of capital could play a major role in wealth redistribution. “I think there are different ways that could play out. So, maybe pension funds should be buying into all the big AI companies and making sure…