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…
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.
Apple is quietly building a new class of AI-powered hardware that could redefine how users interact with Siri. The company is accelerating development of three wearable devices: smart glasses, a camera-equipped pendant and upgraded AirPods with expanded artificial intelligence capabilities, Bloomberg reports. All three products are being designed around Siri, which would rely on visual context to carry out actions. The devices will connect to the iPhone and use built-in cameras with varying levels of sophistication, according to people familiar with the plans. The most advanced of the trio is the smart glasses. The glasses are expected to feature two…
AI may be reshaping corporate America, but most Americans are not convinced it is good for them. A new February 13–16, 2026 Economist/YouGov poll finds that while AI use is widespread, trust in the technology remains low, and fears about jobs and the economy are high. About 63% of Americans say they have used AI, but only 23% say they use it regularly. Younger adults are far more likely than older Americans to have tried it. Trust, however, is limited. A majority of 58% say they do not trust AI much or do not trust it at all. Just 35%…
The top economic adviser of a $1.9 trillion firm says the market’s infatuation with AI has faded. In a new CNBC interview, Mohamed El-Erian, chief economic adviser at Allianz, says the tone of the market has shifted sharply from last year’s broad AI-driven enthusiasm. “So I would say we’re in a different market. We no longer have the love affair with AI that we had last year. This is a market defined, I think, and will continue to be defined by three words: volatility, dispersion. You’re going to see a lot more dispersion and fragmentation.” He says investors should rethink…
Billionaire investor Chamath Palihapitiya says the AI race can be boiled down to a simple equation, while Apple largely stays on the sidelines. In a new post on X, Palihapitiya lays out what he calls a “simplified conjecture” about how intelligence scales, noting that breakthroughs in artificial intelligence depend on three multiplying forces. “I have a simplified conjecture about AI progress. Your mileage may vary, but here it is. f(i) = p × c × a where i=intelligence, p=power, c=compute, a=algorithms, multiplied together. This means neglecting any variable creates a ceiling and any breakthrough compounds across all three.” Palihapitiya says…
Banking titans JPMorgan Chase and Goldman Sachs say the AI trade is not broken, but it is changing, following the correction in tech witnessed in the last few weeks. In a new report titled Software Shock: AI’s Broken Logic, JPMorgan says the long-term case for artificial intelligence remains intact even as volatility shakes tech-heavy portfolios. The bank says the turbulence is part of a broader transition, not the end of the theme. “The macro thesis of AI stands. It’s going to change the productivity landscape, and the companies that lean into it will be rewarded in the long run. But…
Warren Buffett’s Berkshire Hathaway is rotating out of one mega-cap name while committing more than a billion dollars to energy and media. Berkshire’s latest 13F filing shows that the holding company dumped $1.78 billion in Amazon (AMZN) in Q4 of 2025, reducing its holdings by 77% in just three months. From 10,000,000 AMZN shares in Q3 of last year, Berkshire now holds 2,276,000 shares valued at $525.346 million. The firm also unloaded 10,294,956 Apple (AAPL) shares last quarter to bring down its exposure to 227,917,808 shares, worth $61.961 billion. Despite selling $2.80 billion in Apple shares last quarter, AAPL is…
A best-selling personal finance author says the next market collapse is no longer a distant threat. In a new post on X, Rich Dad Poor Dad author Robert Kiyosaki says he believes the “biggest stock market crash in history” is in sight, repeating warnings he first made more than a decade ago. Kiyosaki says the coming downturn is both a danger and an opportunity, noting that those who prepared could benefit while others could suffer heavy losses. “I Am Warning You: In Rich Dad’s Prophecy, published in 2013, I warned of the biggest stock market crash in history still coming.…
A top Morgan Stanley strategist says the market’s long obsession with the Magnificent 7 may be giving way to something broader and potentially healthier. In a new Bloomberg interview, Jim Caron, chief investment officer of portfolio solutions at Morgan Stanley Investment Management, says that the rally could expand beyond mega-cap tech if productivity-driven growth takes hold. “So we’ve come off a market over the past couple of years that’s been highly concentrated: Mag 7, Mag 7, Mag 7. And people just forgot about the other 493 in the S&P 500.” Caron says the key shift would be a pickup in…
Elon Musk’s SpaceX and OpenAI are now tied to a $100 million Pentagon contest aimed at building autonomous drone swarms controlled by voice. According to people familiar with the matter, SpaceX and Musk’s AI firm xAI are competing in a secretive six-month prize challenge launched in January to develop software that can translate spoken battlefield commands into digital instructions and coordinate multiple drones operating across air and sea, reports Bloomberg. The effort is being run jointly by the Defense Innovation Unit and the Defense Autonomous Warfare Group, a new element under the U.S. Special Operations Command. The project is designed…