Author: Henry Kanapi

A prominent venture capitalist is cautioning AI investors chasing the artificial intelligence gold rush that the next few years could produce dramatic winners and devastating losers. In a new CNBC interview, Plexo Capital founder Lo Toney says the frenzy surrounding AI has drawn in too many players eager to attach themselves to the trend without a clear long-term strategy. The result, he warns, could mirror the speculative surges seen in past technology cycles. “And they may lose big. When you have these types of platform shifts and this amount of real that generates a lot of enthusiasm, you have a…

Banking titan Morgan Stanley warns that the AI investment wave that has driven one of the most powerful equity rallies in US history may be entering its late phase. The bank warns that the surge in capital spending on artificial intelligence — now the dominant driver of US equity performance — is showing signs of fatigue. The long-term equity bull market, which has lifted the S&P 500 by nearly 90% in just three years, is increasingly reliant on a handful of technology giants and hyperscale data-center operators. “Given the market dominance of the ‘Magnificent 7’ tech giants and other companies…

The shift toward AI-driven workplaces is accelerating, and new data from Indeed shows which industries are likely to feel the transformation first. The job search platform highlights five job categories that it thinks are most likely to face disruption amid the widespread adoption of AI tools. The firm names software development, data and analytics, accounting, marketing, and insurance as these roles rely heavily on repetitive or digital workflows that AI systems can already perform or augment. Indeed economist Allison Shrivastava says the pattern isn’t about replacement but reconfiguration. Many of these positions involve limited in-person interaction and large volumes of…

Billionaire investor Chamath Palihapitiya is sounding the alarm on what he calls an overlooked risk of the AI boom: energy. In a new episode of the All-In Podcast, the venture capitalist says he spoke with the head of a major energy company who believes the United States is heading toward a power crunch. Palihapitiya says the rise of AI infrastructure — from hyperscale data centers to server farms — is already straining local grids and driving public resistance to new builds. “I talked to somebody yesterday who runs a huge energy business. And I have to tell you, it’s not…

Venture capitalists are flooding the artificial intelligence sector with unprecedented sums, reshaping the global funding landscape and leaving non-AI startups struggling to survive. Bloomberg cites PitchBook to show that AI startups have already drawn $192.7 billion in funding this year — putting 2025 on track to become the first year in history when more than half of all venture capital dollars flow into the tech industry. Most of that capital has gone to the largest players. Anthropic and xAI both raised multi-billion-dollar rounds this quarter, while smaller and non-AI startups face shrinking access to capital. PitchBook says the imbalance has…

OpenAI chief executive Sam Altman has embarked on a fresh global campaign to secure financing and supply-chain partners capable of meeting the company’s explosive demand for computing power. In recent weeks, Altman has traveled across Asia — visiting Taiwan, South Korea, and Japan — and is now preparing to meet investors in the United Arab Emirates, The Wall Street Journal reports. People familiar with the discussions say the goal is to lock in long-term, low-cost partnerships for OpenAI’s next phase of growth, including a sweeping, multi-trillion-dollar infrastructure expansion. The campaign comes as Altman revives talks with key chip and data-center…

A former UBS chief investment strategist warns that AI CapEx (capital expenditure) is accelerating at a record pace, lifting valuations and concentrating power in a handful of technology giants. In a post published in the Financial Times, Ian Harnett says the same forces that drove the boom may now be signaling its top — echoing the last great tech cycles that ended in collapse. He points to runaway spending among hyperscalers and a narrowing of stock leadership across major US indexes as symptoms of excess. “The AI ‘bubble’ looks to be approaching its endgame. The dramatic rise in AI capital expenditure by…

Jefferies has turned bearish on Apple, warning that the company’s much-anticipated foldable iPhone could fail to ignite a new upgrade cycle amid slowing smartphone demand. In a new interview, Jefferies analyst Edison Lee says the firm has downgraded Apple (AAPL) from Hold to Sell, citing a lack of meaningful innovation and mounting structural headwinds across the mobile industry. “This is a longer-term call. I think that the smartphone industry—not just Apple, but all the Android guys too—is actually facing a much more serious structural slowdown, mainly because there are no innovative features that your current phone cannot do.” He says…

A senior Deutsche Bank strategist says growing concerns over the runaway AI trade are prompting investors to seek safety elsewhere. In a new interview, Adrian Cox, thematic strategist at Deutsche Bank Research Institute, says the AI trade is beginning to show “red lights,” a sign the market may be underestimating the risks tied to record capital spending and inflated valuations. “The red lights, I would say that it is reasonable to be concerned about the amount of CapEx that’s going on, and in particular, whether it’s going to be possible to recoup the expenditure within the life of the chips.”…

A veteran Wall Street analyst says the market’s most powerful AI plays may still be hiding in plain sight. In a new Fox Business interview, former Citigroup executive and current Evercore ISI senior managing director Mark Mahaney outlines which tech giants he believes are best positioned for the next phase of the AI trade. He says he has his eye on Alphabet (GOOGL) following a landmark court ruling, where a federal judge allowed Apple to maintain its lucrative default search arrangement with Google. “It’s still our top pick… We’ve had a pretty big run, though, in Google. We made this our…