Investor exuberance over artificial intelligence is fueling a powerful stock rally that Goldman Sachs says is beginning to resemble a FOMO (fear of missing out)-driven surge. In a new report, Oscar Ostlund, global head of content strategy, market analytics, and data science for Goldman’s digital platform Marquee, says bullish sentiment among clients has climbed to the highest level since December 2024, with 40% expecting the S&P 500 to outperform global peers this month, reports Bloomberg. The optimism, Goldman warns, has reached a point where fear of missing out may be overtaking fundamentals. “Not so distant talks about high valuations and…
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.
Bank of America says the rapid expansion of the Nvidia-driven AI infrastructure is exposing a critical weakness in data-center design, one that most investors are overlooking. In a new CNBC interview, Andrew Obin of BofA Securities says the Wall Street narrative around Nvidia’s growth is missing the deeper physical and electrical realities driving the next leg of AI spending. While investors focus on chips and compute power, he argues the hidden bottleneck lies in the hardware underneath: power delivery and cooling systems that are no longer sufficient for next-generation AI racks. Obin says data centers once treated electrical and cooling…
A new Yale study finds no evidence that AI has caused job losses across the US economy, countering widespread fears of mass displacement. Researchers at Yale’s Budget Lab analyzed labor-market data collected since ChatGPT’s release in November 2022 and concluded that the mix of occupations has changed no faster than in previous waves of technological change. “Our metrics indicate that the broader labor market has not experienced a discernible disruption since ChatGPT’s release 33 months ago, undercutting fears that AI automation is currently eroding the demand for cognitive labor across the economy.” The team compared the pace of occupational turnover…
The battle for dominance in generative AI is shifting, with new data showing Google’s Gemini climbing rapidly as ChatGPT begins to lose its once unshakable grip. Google’s Gemini has more than doubled its share of generative AI traffic over the past 12 months, climbing from 6.5% to 13.7%, according to new data from Similarweb. The surge comes as ChatGPT, still the market leader by a wide margin, has seen its dominance slip. OpenAI’s share fell from 87.1% a year ago to 73.8% today, a drop of 13 points. The figures highlight a widening gap between the leader and its strongest…
Goldman Sachs CEO David Solomon says artificial intelligence is reshaping the way enterprises operate, with the bank allocating billions to AI and technology investments this year. Speaking at the Italian Tech Week in Turin, Solomon says AI is accelerating the bank’s productivity, transforming coding, and expanding enterprise capacity. “I think the business of work is getting transformed by AI broadly… And so, if you think about AI, you know, AI really allows smart, talented, driven, sophisticated people to be more productive, to touch more people, to have better information at their disposal, better analysis. I mean, this is a journey…
Artificial intelligence is eroding one of cybersecurity’s most basic defenses: the ability to tell what’s real from what’s fake. In a new global survey commissioned by Yubico, researchers found that people routinely misidentify AI-generated messages, exposing companies and consumers to a surge of targeted fraud. “One of the key threats AI poses in the realm of cybersecurity is its uncanny ability to mimic human communication patterns.” The research, conducted by Talker Research between August 15 and August 27, 2025, polled 18,000 employed adults across nine countries, including the United States, the United Kingdom, Germany, France, Japan, India, Australia, Singapore, and…
Billionaire Jeff Bezos says the current wave of artificial intelligence investment has all the hallmarks of an industrial bubble, with billions chasing companies that have yet to build a product. Speaking at Italian Tech Week in Turin, the Amazon founder raises bubble concerns as he sees companies getting funded to the tune of billions of dollars based on concept alone. “Now, what the stock market does, which is when we think of bubbles, we think of valuations and market caps and things like this, and how many billions of dollars are being invested in these six people at a $20…
Apple’s latest iPhone cycle is prompting Wall Street to rethink the company’s trajectory, with Morgan Stanley signaling room for more upside. In a new client note, the bank maintains its overweight rating and raises its price target for Apple (AAPL) from $240 to $298, citing a better-than-expected start to the iPhone 17 cycle, reports Investing.com. Morgan Stanley analysts note that while the market has largely priced in early demand, there remains “a positive bias to T12M (trailing 12-month) estimates, and the early drivers of iPhone 17 strength get us more excited about the iPhone 18 cycle.” But the analysts say…
A leading Wall Street firm says the powerful rally in the AI trade still has room to run to the upside, even as valuations surge. In a new CNBC interview, Stacey Rasgon, senior US semiconductor analyst and managing director at Bernstein, says fears of a sudden stop in the AI boom may be overdone given recent earnings and forward guidance. “The worry that people would have on all these is that the music stops, like the numbers have gotten so big so quickly that, I mean, you worry about sustainability, and that’s always been the big concern. But I think…
Microsoft’s top technologist is placing OpenAI at the center of the company’s future, while acknowledging growing demand for rival Anthropic. Speaking at Italian Tech Week in Turin, Chief Technology Officer Kevin Scott compares the OpenAI partnership to Microsoft’s foundational alliances in the personal computing era. He recalls how the Intel–Microsoft alignment once defined the rise of the PC industry. “OpenAI is maybe the most important partner that Microsoft has ever had. And Microsoft is in this interesting position that we’ve had over its 50-year history a bunch of important partners. It used to be the thing that drove the entirety…