Melius Research says the next leg of the artificial intelligence trade is widening beyond chipmakers, with legacy tech firms gaining new momentum as enterprises roll out AI infrastructure. In a new CNBC interview, Ben Reitzes, the firm’s head of technology research, said his team is focused on what he called the “elite three” semiconductor leaders while also flagging opportunities in traditional hardware and enterprise platforms adapting to the AI era. “And we see a lot of opportunities to win here. In semis, we’re kind of recommending the elite three now, which are Nvidia, Broadcom, and AMD. We think the TAM…
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.
IBM is warning that most companies still lack basic guardrails for artificial intelligence, leaving them vulnerable to deepfakes and AI-assisted scams. IBM distinguished engineer Jeff Crume cites the firm’s 2025 Cost of a Data Breach to show that attackers using artificial intelligence were involved in 16% of all breaches. “So that’s not an overwhelming number, but it’s a significant number. It’s big enough for us to really start paying attention to, and it’s not surprising.” According to Crume, 35% of AI attacks weaponized deepfakes, which are generated video and audio imitations of a real person or even a fictitious person…
A top executive at $100 billion private equity giant Vista Equity Partners believes the AI supercycle isn’t set to pop. In a new CNBC interview, Ashley MacNeill, head of equity capital markets and managing director at Vista, says the AI boom should be viewed less as a speculative bubble and more as a durable balloon that will inflate and deflate as industries adapt to new technology. “Is this a bubble that’s going to burst like it did in 1999, or is this more like a balloon where we’re going to see it inflate and deflate as we kind of go…
A top market strategist believes that the return of one investor crowd could be the key to stopping the stock market sell-off. On Friday, the S&P 500 dropped more than 2.70% following news of President Donald Trump’s additional tariffs against China. In a new CNBC interview, Interactive Brokers chief strategist Steve Sosnick says a familiar group of investors has long been the market’s shock absorber during selloffs, but their absence this time could spell trouble. “I think the key to me will be do the buy-the-dippers show up? Because they’ve been the most reliable people in this market, people buying this…
Klarna CEO Sebastian Siemiatkowski says AI is already reshaping knowledge work and warns that a major wave of job displacement is inevitable as automation spreads beyond banking and finance. In a new Bloomberg interview, the chief executive of the Swedish fintech firm says many technology leaders are still reluctant to confront the full scale of disruption now unfolding across white-collar industries. “Well, I, for one, have been trying to be a little bit more honest about this because I feel a lot of my tech bros are being slightly not to the point on this topic. I think there is…
Dan Ives says the market is still missing the scale of the artificial intelligence boom, calling the current expansion an “AI supercycle” that will last for another two years. In a new Yahoo! Finance interview, the Wedbush Securities managing director and global head of technology research says he expects the upcoming third-quarter earnings season to prove how deeply AI demand is embedded across the tech stack. He also notes that Wall Street remains behind the curve in assessing the earnings power of the sector. “The Street’s still massively underestimating what this tech cycle is going to look like. I think…
Goldman Sachs executive Ashok Varadhan says the AI trade still has room to run despite signs of investor exuberance. In a new installment of the bank’s The Markets podcast, the co-head of Global Banking & Markets at Goldman Sachs believes that the current AI-driven market cycle represents a long-term structural shift rather than a passing fad. But while Varadhan believes that investors are better served by staying positioned for AI’s longer-term productivity payoff, he notes that it would be prudent to hedge against volatility and downside risks. “I think the trade is to stay invested, but I would definitely use…
A new report from the Society for Human Resource Management (SHRM) challenges the doomsday predictions around AI and job loss, finding that only a fraction of the U.S. workforce faces a realistic risk of full automation. The research, titled Automation, Generative AI, and Job Displacement Risk in U.S. Employment, draws from the SHRM 2025 Automation/AI Survey, conducted between March and April 2025 with responses from more than 20,000 US workers. The sample was broadly representative of the American labor force and included questions on automation, generative AI use, and the presence of nontechnical barriers to displacement, such as regulatory, social, and…
Palantir Technologies’ chief technology officer, Shyam Sankar, says AI will transform the US workforce, not replace it. In a new Bloomberg Technology interview, Sankar argues that the country’s competitive advantage lies not in manufacturing scale but in software and the application of AI to boost productivity. While China may have a large industrial base, Sankar says that the US is second to none in terms of software and AI. “You have to lean into your asymmetric advantages in the David versus Goliath battle. The Chinese absolutely have pound for pound more industrial capacity today. Well, what are asymmetric advantages? We…
Corporate America’s massive bet on AI is facing growing skepticism from within, according to a new survey. The latest Markets Pulse survey reveals that 62% of respondents disagree or strongly disagree that companies’ AI spending is justified by the returns, reports Bloomberg. The poll of 149 market participants, conducted between September 29 and October 8, captures rising doubts after a year of record-breaking AI-driven stock gains. The survey shows just 7% strongly agree and 31% agree that AI spending is warranted, while 43% disagree and 19% strongly disagree—a near-even split that highlights waning confidence in the technology’s near-term payoff. Meanwhile,…