A former Morgan Stanley executive says the rise of AI agents could soon fracture the tightly linked tech trade that has defined markets for years. In a series of posts on X, Jordi Visser says a structural shift is coming as AI agents begin to change how work is done and how software companies are valued. Visser says the change is a break in correlations across assets built on code. “At some point this year, the rise of AI agents to forever change the way work is done will lead to a break in correlations with investments and assets built…
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 Morgan Stanley executive believes that a pair of catalysts will send the S&P 500 to new all-time highs this year. In a new interview, Morgan Stanley CIO and chief equity strategist Mike Wilson lays out what he sees as the key forces that could push the S&P 500 toward 7,800 by year-end. He first points to uncertainty around the AI capital spending cycle and its broader economic impact. Wilson says the market is currently wrestling with questions about whether heavy AI investment could disrupt the labor market and other parts of the economy, creating hesitation among investors. “I think…
The U.S. Treasury Department says it is rolling out a major new effort aimed at making AI safer and more resilient inside the American financial system. In a new announcement, Treasury says it has concluded a large public-private initiative designed to strengthen cybersecurity and risk management as banks and financial firms adopt AI tools. The initiative supports the President’s AI Action Plan and will release a series of six resources throughout February to help institutions deploy AI securely. Says Treasury Secretary Scott Bessent, “As this Administration has made clear, it is imperative that the United States take the lead on…
Scammers are now using custom AI chatbots to impersonate real assistants and push victims into sending irreversible crypto payments, according to a cybersecurity firm. Malwarebytes says it found a live “Google Coin” presale website featuring a chatbot that claimed to be Google’s Gemini AI assistant. The bot walked visitors through a polished investment pitch, answered questions about returns and steered them toward paying a scam wallet. Google does not have a cryptocurrency. But Malwarebytes notes that “Google Coin” has surfaced in scams before, and the site leaned hard on official-looking branding to feel legitimate. The chatbot introduced itself as “Gemini…
Americans say scam messages are now part of daily life, and many believe AI is making the problem harder to fight. A new U.S. News survey finds that 46% of Americans receive communications they suspect are scams every single day, with more than three in four, or 77%, say suspected scammers target them at least once a week. The nationwide survey polled 1,252 American adults through PureSpectrum between January 30th and February 3rd, 2026. Respondents were asked how often they are targeted, whether they have lost money and how AI is changing the fraud landscape. The data shows the financial…
After weeks of selling, one Wall Street strategist says markets may be closer to a turning point than many think. In a new CNBC interview, Fundstrat co-founder Tom Lee points to a mix of sector rotation, risk-off positioning and deep drawdowns across software and crypto as signs that much of the damage may already be done. He says the recent move is a broad shift out of mega-cap tech and into AI infrastructure plays, which he calls the shift from armies to the bullet makers. “I think stocks took some hits, partly it was a software downturn, and then this…
A bruising tech sell-off may be nearing exhaustion, even as earnings remain intact, according to banking giant Citi. In a new CNBC interview, Citi managing director Tyler Radke says the scale of recent selling has been unusual given the strength of fourth-quarter results. He notes that the disconnect between fundamentals and price action is particularly jarring for investors. “But look, I think this has been painful, really unprecedented, the volume of selling. And I think what’s been particularly disorienting for investors is that Q4 earnings have been pretty solid. You’ve seen beats and raises, new business trends have accelerated, yet…
Billionaire Stanley Druckenmiller’s Duquesne Family Office is shifting course as the firm makes a huge bet in one AI giant while dumping three tech names. Data from the family office’s 13F filing shows that it splurged $88.5 million to boost its position in Alphabet (GOOGL) in Q4 of last year. The billionaire added 282,800 GOOGL shares last quarter, lifting its holdings to 385,000 shares valued at $120.505 million. Druckenmiller also loaded up on Amazon (AMZN) in Q4. The family office bought 300,870 AMZN shares to boost its position to 737,940 shares, worth $170.331 million. Data shows that the billionaire held…
A prominent Silicon Valley investor says the rise of AI could force a fundamental rethink of how capitalism taxes labor and capital. In a new post on X, billionaire venture capitalist Vinod Khosla says AI will sharply reduce labor’s share of the economy and increase the dominance of capital, raising questions about whether current tax structures remain fair or sustainable. “AI will transform economies and will need a rethink of capitalism & equity. The labor portion of the economy (vs capital) will decline sharply. Should we eliminate preferential treatment of capital gains tax and equalize to ordinary income? 40% of…
A prominent Wall Street tech analyst says investors may be reading the AI boom all wrong. In a new CNBC interview, Wedbush Securities analyst Dan Ives pushes back on the idea that AI tools from companies like Anthropic and other startups will sideline traditional cybersecurity vendors. He believes that the current skepticism around cyber stocks is misplaced. “The view is that cyber can be disintermediated by some of these tools, whether it’s Anthropic or some of the, you know, really the startup tools that are coming from an AI perspective. To my point is, look, coming into this year, all…