Citi Research global head of technology and communications Heath Terry says the recent weakness in some AI chip names is creating an opportunity for long-term investors and dip buyers. The News In a new CNBC interview, Terry says bottlenecks cut both ways, as they create demand while also impeding infrastructure construction. “There’s a reason we call them bottlenecks. And you’re seeing a lot of that right now…. On the demand side of things, just in terms of the ability to build enough infrastructure and have that infrastructure ready at the same time as the chips, lining all of that up…
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.
Goldman Sachs CEO David Solomon says that while investors are chasing tech and semiconductor names, he’s keeping a close watch on the 490 stocks that will likely benefit from technological advancements. The News In a new Bloomberg interview, Solomon says the top 10 companies in the S&P 500 are trading at 30x forward earnings, but their valuations can be justified by earnings growth. He also pointed to the dot-com bubble when valuations of the top 10 companies were above 40x forward earnings. “The earnings multiple on the top 10 companies in the S&P 500, these are approximate numbers… the top…
A former executive at banking giant Morgan Stanley, Jordi Visser, believes that it is only a matter of time before Bitcoin (BTC) recaptures investor interest, despite prevailing bearish conditions. The News In a new post on X, Visser says investors should take a close look at Nvidia CEO Jensen Huang’s five layers of the AI stack, consisting of energy, chips, cloud computing services, AI models and applications. According to Visser, almost every layer is facing bottlenecks, and investors will soon look into plays that have no physical constraints. “The next stage of crypto and BTC from an investment perspective should…
Billionaire Bill Ackman believes that three Magnificent 7 names are trading below their fair value as investors chase plays widely seen as beneficiaries of the massive AI CapEx. The News In a new interview with the All-In Podcast crew, the Pershing Square Capital Management founder says investors have been focusing on the AI picks-and-shovels plays, but they are missing the bigger picture. “What’s interesting about markets is that people always bring their eyes to the new thing. And the new things are chips, semiconductors and energy. And that’s where the shorter-term capital is going. What tends to happen is that…
Banking giant Citi says the billions of dollars pulled out of spot Bitcoin exchange-traded funds (ETFs) are the main culprit driving the sell-off as BTC plummets to a price last seen in February of this year. The News Citi analyst Alex Saunders says the $3.8 billion withdrawn from spot Bitcoin ETFs between May 15th and June 2nd is the primary catalyst for the sell-off, rather than Michael Saylor’s Strategy sale of 32 Bitcoin in late May. Saunders cites data from the crypto market research firm SoSovalue showing that Bitcoin ETFs have recorded 11 consecutive days of trading outflows, the longest…
Billionaire Ray Dalio says the AI buildout is no different from other major technology cycles in the past, as companies raise massive amounts of money to fund their ambitions. The News In a new Bloomberg interview, Dalio says history shows that all tech cycles have produced a bubble because companies are forced to spend aggressively to capture market share amid heavy competition. “All great technological changes produce bubbles. And the reason they produce bubbles is because nobody can get it exactly right. Okay. You have to either spend a ton of money to capture your market share and so on.…
BlackRock executive Rick Rieder believes investors should stay the course in the equity market, noting that the earnings growth story is in full swing. The News In an interview at the CNBC CEO Council Summit, Rieder says corporate earnings are growing so fast that multiples are lower today than they were nine months ago, even though the market is trading at all-time high levels. “I think we’re going through an extraordinary period of time. I mean, in fact, I don’t think we’ve ever seen anything like this in terms of you’ve got a market that’s doing extremely well. The cash…
Wedbush Securities analyst Dan Ives says investors are overlooking Microsoft, predicting that MSFT will eventually rally as the monetization phase of AI kicks in over the coming months. The News In a new CNBC interview, Ives says Microsoft is taking positive steps to look after its developers while witnessing meaningful growth in Copilot seats and Azure. Ives says he has assigned an “outperform” rating to MSFT with a $575 target, potentially over the next six to 12 months. “They’re defending their turf. They’re going after developers. And that’s really front and center in this arms race that we’re seeing play…
Mark Newton, Fundstrat’s head of technical strategy, says investors looking to diversify their holdings could consider two beaten-down sectors that are flashing signs of life. The News In a new Yahoo! Finance interview, Newton calls the strong rally in semiconductor names in the last month “unsustainable,” while noting that the pace of buying is starting to show signs of weakness. “When I look technically at the charts of the semiconductors being up over 40% in the last month, it’s really unsustainable, regardless of what the overall long-term outlook is of many of these companies, which are all changing the world…
Goldman Sachs chief executive David Solomon says he’s starting to see signs of froth in the markets after seeing how investors reacted to Google parent Alphabet’s follow-on equity deal. The News In an interview at the Economics Club of New York, Solomon says he’s looking at Alphabet’s $80 billion capital raise as a case study for the current state of market sentiment. According to Solomon, the stock is trading up quite well during the “largest follow-on equity deal that’s ever been done,” leading him to believe that investor risk appetite is on the up and up. “This is the first…