A senior strategist at Goldman Sachs says investors crowded into the AI trade may face an unexpected outcome by year-end. In a new episode of The Markets podcast, Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, says clients remain heavily bullish on AI beneficiaries and semiconductors while selling large swaths of old-economy and consumer-linked stocks. “Our clients love AI, and they love derivatives of AI. So think semiconductors, think AI power companies. But as they continue to buy these companies, as they break out to all-time highs, they’re selling other sectors…
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 flood of funds is chasing Meta’s latest debt raise, as investors rush to fund the company’s next phase of AI spending. The social media giant plans to raise $25 billion in its biggest bond sale to date in an effort to fund its ambitious AI infrastructure buildout, Bloomberg reports. People familiar with the matter say the blockbuster bond deal is massively oversubscribed as investors piled in orders to the tune of $125 billion. Meta says proceeds from the sale will be allocated to general corporate purposes. The bond deal draws the attention of ratings agency Moody’s, which assigned an…
Apple (AAPL) delivered record September-quarter results fueled by iPhone sales and Services revenue, which are expected to accelerate as the tech giant gears up for the holidays. In a press release, Apple says it generated $102.5 billion in revenue for the quarter ending in September, up 8% year-over-year and beating estimates of $102.24 billion. The firm says iPhone sales contributed $49 billion, and Services reached $28.8 billion. Meanwhile, earnings per share (EPS) hit a record $1.85 for the September quarter, crushing estimates of $1.65. Following the report, Wedbush’s Dan Ives believes that AAPL is going to be green as investors…
Banking giant Morgan Stanley believes the massive AI spending is triggering a real-world capital cycle that is spilling beyond tech and into the industrial economy. In a new interview with Risk Reversal Media, Mike Wilson, CIO and chief US equity strategist at Morgan Stanley, distances his view from bubble narratives, noting that the spending cycle underway is flowing money into other areas of the economy. “I’m not one of these guys who says, you know, it’s a bubble, but it’s not going to blow up yet. I mean, that’s like kind of a cop out. What I’m saying is I…
A rising wave of mobile fraud is forcing smartphone platforms into an AI-driven security race as scam losses scale into the hundreds of billions. In a new blog post, Google says fraudsters leverage advanced AI tools to run convincing scams, resulting in losses of over $400 billion globally in the last year alone. The tech giant says it is fighting back by using the best of Google AI to build a multi-layered protection system designed to block scam calls and messages before reaching a user. “Android’s scam defenses protect users around the world from over 10 billion suspected malicious calls…
Asset-management behemoth Brookfield says the AI buildout is no bubble, as tech giants leading the charge have balance sheets better than most governments in the world. In a new CNBC interview, Brookfield CEO Bruce Flatt says the scale and difficulty of deploying compute and power make this era fundamentally different from bubble cycles of the past. Flatt outlines the practical hurdles that separate talk from execution. “It’s not [a bubble]. And it isn’t, because it’s hard to do this. Everyone says they’re going to build something. It’s not easy to build. You need to find the connectivity. You need to…
Microsoft CFO Amy Hood says a supply crunch sits at the center of the firm’s AI ambitions, and it’s not easing anytime soon. Speaking on Microsoft’s latest earnings call, Hood says the company continues to chase capacity as rapidly increasing demand for AI services accelerates the need for data centers, GPUs and next-generation infrastructure. Hood says Microsoft is pouring long-life capital into data centers designed to operate for decades, yet demand is rising so fast that the company remains behind the curve. “We have been short now for many quarters. I thought we were going to catch up. We are…
Nvidia chief executive Jensen Huang blasts AI bubble calls as NVDA’s valuation soars to a historic high. In a new Bloomberg interview, Huang dismisses bubble talks in the industry, arguing that today’s AI boom reflects real adoption, real monetization and a structural shift in computing — not speculative excess. He says AI is far from the hype-based narrative, as the technology is already delivering measurable productivity and commercial value inside the enterprise. “I don’t believe we’re in a bubble. And the reason for that is we’re going through a natural transition from an old computing model based on general-purpose computing…
OpenAI is positioning itself for a potential Wall Street debut that could mark the most valuable IPO in history, as the AI boom cranks up a notch. The ChatGPT creator is laying groundwork for a stock-market listing that may value the company at up to $1 trillion, signaling a fresh push to tap public-market capital as competition and infrastructure demands surge, Reuters reports. People familiar with the matter say OpenAI is looking to submit filings with the U.S. Securities and Exchange Commission (SEC) as early as the second half of next year but note that discussions are still in the…
A major asset manager says the AI trade is nowhere near exhausted, despite investors worrying that the sector’s explosive run may be losing air. In a new Bloomberg Technology interview, Allspring Global Investments senior portfolio manager Margie Patel says investors who are cashing in on their AI gains may miss out on more profits. She highlights that capital continues to rush toward AI-linked companies and data-infrastructure players, starving other sectors of investor attention. “Well, I think really all the oxygen is being sucked out of other areas of the market and going into artificial intelligence, data storage, data centers, all…