Wedbush Securities analyst Dan Ives says Wall Street is making a significant misjudgment on one of the most important AI infrastructure stocks in the market, creating a compelling opportunity for investors willing to look past the near-term concerns. In a new Bloomberg interview, Ives pushes back against the prevailing skepticism around Oracle (ORCL), saying that Wall Street is dramatically underestimating its ability to monetize the AI revolution over the next several years. While Ives acknowledges concerns about Oracle’s debt and balance sheet, he says the massive backlog in AI demand that the market is not properly valuing will likely offset…
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.
A sweeping new study from OpenAI maps the impact of AI across hundreds of occupations and finds that while nearly one in five jobs faces a higher short-term automation risk, the picture is more nuanced and less uniformly dire than most AI jobs narratives suggest. The research introduces the AI Jobs Transition Framework, which looks beyond simple exposure by combining three factors: how technically exposed a job is, how necessary humans remain, and how demand might change as costs fall. The study covers more than 900 occupations representing 99.7% of U.S. employment. According to OpenAI, only a slice of the workforce…
A 73-year-old woman has lost her entire life savings to AI-powered scammers who spent months carefully building her trust before draining hundreds of thousands of dollars from her retirement and savings accounts. Kyle Holder, a former occupational therapist, says she was first contacted around Christmas 2024 through WhatsApp by someone offering guidance on crypto investing, reports CBS News. Looking for a way to earn from home after an injury, she says she engaged with the sender, who introduced herself as “Niamh.” “I just thought maybe this was a way that I could use my time, start something new and make…
Former Goldman Sachs executive and Real Vision CEO Raoul Pal says the crypto market is heading to a massive valuation, driven by AI agents creating a new economy online. In a new post on X, Pal says AI agents are rapidly replacing humans as the dominant users of the internet, and that crypto is the only financial infrastructure capable of supporting the way agents transact. “Agents are becoming the dominant user of the internet, not humans. Your AI is becoming your entire frontend UX. The clicks economy is dying everywhere except where humans pay to feel something — clothing, travel,…
Billionaire venture capitalist Chamath Palihapitiya says the world is on the verge of witnessing a new device that directly interacts with knowledge instead of just manipulating information amid reports of OpenAI’s plans to redefine the smartphone. In a new post on X, TF International Securities Ming-Chi Kuo reveals that OpenAI is working with MediaTek and Qualcomm to develop smartphone processors, with Luxshare as the exclusive system co-design and manufacturing partner. According to Kuo, mass production is expected in 2028. “AI Agent redefines the smartphone: Users are not trying to use a pile of apps. They are trying to get tasks…
Morgan Stanley’s chief investment officer says the US equity market has just staged one of the most dramatic recoveries in recent history, and that investors sitting on the sidelines waiting for a better entry point may be about to repeat the most costly mistake of 2025. In a new episode of the bank’s Thoughts on the Market podcast, Mike Wilson says the speed and strength of the rebound have left many investors expressing caution about the near-term path of equities. But he notes that investors waiting for a significant pullback could get left behind. “The market waits for no one…
A senior Goldman Sachs Asset Management executive says the recent slowdown in one of the market’s most important trades may be creating exactly the kind of entry point that investors have been waiting for. In a new Bloomberg interview, Greg Calnon, global head of public investing at Goldman Sachs Asset Management, outlines a bullish economic backdrop that he says supports continued momentum in corporate earnings and risk assets more generally. “The economy in the US continues to do quite well. We’ll have 2% GDP growth this year. We have a Fed that’s expected to cut two more times throughout the…
A veteran trader with a decades-long track record in financial markets is making a bold long-term call for Bitcoin (BTC), predicting that it will be worth hundreds of thousands of dollars in a few years. In a new post on X, Peter Brandt predicts that Bitcoin could erupt by as much as 541% in three years if BTC continues to follow its four-year cycle. But according to the veteran trader, who placed a bearish bet on Bitcoin in October of last year as BTC traded above $100,000, the leading crypto asset’s cycle indicates that it will likely witness a significant…
Ed Yardeni, president of Yardeni Research, says the S&P 500 is headed to new all-time highs, and is using the recent selloff in one overlooked sector to build a position he believes offers both income and upside as the broader market continues to recover. In a new CNBC interview, the veteran Wall Street strategist doubles down on his year-end target for the S&P 500, while predicting that the index will not revisit its 2026 low of 6,316. “I think [7,700] is achievable. It didn’t look quite as achievable back on March 30th when we made a low on the pullback.…
A panel of leading researchers from some of the world’s top institutions is warning that quantum computing poses a real and growing threat to Bitcoin, and that the industry cannot afford to wait until the danger is imminent before acting. The Coinbase Independent Advisory Board on Quantum Computing and Blockchain, made up of researchers from Stanford, UT Austin, the Ethereum Foundation, Eigen Labs, Bar-Ilan University and UC Santa Barbara, releases a new report outlining both the scale of the threat and the urgency of the response required. According to the independent advisory board, crypto is safe today, but the industry…