A former Morgan Stanley executive says stretched valuations haven’t broken the AI story, and the next stumble may be the moment that matters for market bulls. In a new CNBC interview, Barbara Doran, founder and CEO of BD8 Capital Partners and a former Morgan Stanley managing director, says the stock market could witness a pullback as valuations are now way above projected earnings for 2026. According to Doran, any market correction would offer a golden opportunity for long-term investors. “I think it’s boilerplate. I mean, we’ve seen this before when the markets had a big run. And certainly I would…
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 macroeconomist believes that the AI-led Nasdaq (NDQ) and Bitcoin rallies are a bubble that’s about to burst, despite calls for an early-cycle bull market. Henrik Zeberg says on X that the Nasdaq is in the midst of a blow-off top, echoing steep market surges witnessed in the late 1990s and early 2000s during the Dot-com bubble. According to the economist, Nasdaq still has room to run to the upside before melting down. “Nasdaq ‘Early Cycle’ Five years of bull market ahead, right? Not ‘there’ yet though. And for those who cannot see the BlowOffTop – I have called since…
ARK Invest founder Cathie Wood is betting that Tesla (TSLA) will emerge as the global leader in robotics, pushing ahead of rivals in China as humanoid automation becomes one of the largest industries of the century. In an interview on The Master Investor Podcast with Wilfred Frost, Wood says she’s looking at Tesla’s strategy in electric vehicles and autonomy as the next leg of growth. According to Wood, Tesla’s robo-taxi program gives the company a massive edge as it stands at the intersection of multiple technologies. “Well, Tesla is going to be the largest robotics manufacturer. Now, why are we…
Steve Eisman, the investor known for betting against the housing market before the 2008 financial crisis, is raising concerns about the health of today’s rally in the S&P 500. In a new podcast on his YouTube channel, Eisman, known as the ‘Big Short’ investor, says that while the S&P 500 is hovering near record levels, the underlying momentum doesn’t match the headline highs. He points to a select number of stocks carrying the market as the reason for his caution. “The market feels tired to me, despite the fact that it is hovering near new highs. Now, how do I…
Anthropic is accelerating its international push, with plans to expand its international staff by three times as demand for its Claude AI model intensifies outside the United States. The company says nearly four out of five consumer interactions with Claude now come from international markets, with per-person usage in South Korea, Australia, and Singapore surpassing levels seen in the US. Backed by Alphabet and Amazon, Anthropic has become one of the most valuable AI firms in the world, distinguishing itself with frontier models that excel at coding and enterprise use cases. Its customer base has expanded from fewer than 1,000…
Alphabet’s investment chief says the promise of AI will only be realized if the United States can rapidly expand its energy base. In an interview at the Bloomberg Philanthropies Global Forum, Alphabet’s Ruth Porat says the nation has underinvested in the grid for decades and must accelerate both short-term and long-term solutions. According to Porat, the potential that comes from the massive AI infrastructure buildout will only be realized if the US can generate the power to bring data centers to life. “The upside from AI is profound, and we can only access it if we actually have the energy…
A trillion-dollar asset manager is betting on select technology names, including Alphabet (GOOGL), to outlast the noise around artificial intelligence. In a new CNBC interview, Nuveen chief investment officer Saira Malik highlights two AI companies she believes are positioned to dominate the long run. “So just looking at, first of all, AVGO (Broadcom) and Alphabet, both of these companies are positioned very well. With AVGO, they have huge demand from hyperscalers for their A6 chips, very strong management team, and the ability to earn very strong earnings growth going forward. The stock actually is not as expensive as one might…
A veteran Wall Street strategist says Intel (INTC) is showing signs of a bullish countertrend move while Bitcoin (BTC) is approaching levels that could offer a new entry point. In a new CNBC interview, Katie Stockton, founder of Fairlead Strategies, highlights both equity and crypto technical setups in the current market. Looking at Intel, she pointed to a prolonged period of consolidation followed by a clear breakout, saying the stock could continue to climb. “I’m very keen on countertrend setups, and Intel had this prolonged basing phase in place, obviously gapped out of that base and now has, I think,…
Barclays says a trio of forces led by artificial intelligence is primed to push global equities higher, as US stock funds notch their first inflows in weeks. The banking giant’s call comes as investors reversed course and added billions to equity funds despite recent volatility in mega-cap technology names, reports Reuters. According to LSEG Lipper, global equity funds recorded net inflows of $28.36 billion in the week to September 24, snapping a three-week streak of outflows. Standing out are US equity funds, receiving $12.06 billion in new money, their first positive week following three weeks of outflows. European funds followed…
A pair of MIT-trained founders have quietly joined the billionaire ranks amid the AI mania, even as their company burns through tens of millions in red ink. Nuclear start-up Oklo (OKLO), widely hailed as a darling of the AI-energy narrative, posted a $25 million loss in its latest quarter and $55 million in operating losses for the year ending June, all while generating zero revenue, reports Forbes. Still, investor enthusiasm tied to AI’s insatiable power needs helped Oklo’s valuation surge to about $21 billion. The company is positioning itself as the nuclear backbone for data centers. Its long-term plan is…