The US stock market’s growing dependence on a small group of AI leaders, particularly OpenAI, is creating a fragile setup if those companies fail to meet massive long-term commitments, warns Steve Sosnick, chief strategist at Interactive Brokers. Speaking in a new CNBC interview, Sosnick says markets are increasingly anchored to expectations that a handful of AI companies can scale fast enough to justify what is already priced into stocks. “We’re relying on a cadre of private, hopefully soon-to-be public, AI companies who have to scale up immensely to meet the commitments that they have.” He points to OpenAI as a…
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 major shift is underway in how everyday investors research, construct and personalize portfolios as agentic AI moves into core investing workflows. In a new interview with Bloomberg Television, Jannick Malling, co-founder and co-CEO of Public.com, says 2025 marked a turning point for AI’s role in investing, comparable to the rise of mobile platforms. “I think it became clear in 2025 that the next big platform shift in the world of investing is the shift to agentic AI. Arguably, it’s the biggest shift since going mobile.” Malling says the one major impact of agentic AI shows up in investment research,…
ChatGPT creator OpenAI may be preparing to enter consumer hardware with a device small enough to fit in a pocket. OpenAI is developing its first edge AI hardware product under the internal codename “Gumdrop,” with early designs pointing to a pen-sized wearable or compact audio device rather than a traditional screen-based product, reports the Taiwan Economic Daily News. The project is said to be co-designed with former Apple design chief Jony Ive, who has previously indicated that OpenAI’s first hardware device could launch within two years. Jony Ive is an iPhone design legend, and his company io Products Inc., an…
Cybersecurity researchers are warning that scams are no longer being run piece by piece by human attackers, but increasingly executed end-to-end by autonomous AI agents. In a new report, Malwarebytes says the rise of agentic AI has fundamentally changed how fraud campaigns operate. The firm explains that AI agents are now capable of handling the entire lifecycle of a scam without constant human involvement. “Agentic AI is the term used for individualized AI agents designed to carry out tasks autonomously.” According to Malwarebytes, these agents can independently gather intelligence on victims, identify exploitable data, and initiate highly targeted attacks. “One…
A prominent Wall Street veteran is warning that Tesla’s (TSLA) valuation is becoming increasingly disconnected from the fundamentals of its core electric vehicle business. In a series of posts on X, former Goldman Sachs executive Gary Black says Tesla missed even reduced expectations in the fourth quarter, reinforcing what he sees as a troubling multi-year trend. Black points to Tesla’s latest delivery figures as confirmation that demand pressure is not easing. “TSLA 4Q deliveries came in below the 423,000 IR-derived consensus. Actual 4Q deliveries of 418,200 were -15.6% year-over-year (YoY) vs 2024 4Q of 495,600 following expiration of the $7,500…
One of Wall Street’s most closely followed strategy outlooks is raising a red flag focused on OpenAI and the physical limits behind the artificial intelligence boom. In its 2026 Eye on the Market outlook, JPMorgan Asset & Wealth Management chairman of market and investment strategy Michael Cembalest warns that energy supply, not capital or chips, may become the binding constraint for AI, with OpenAI at the center of the risk. Cembalest points to OpenAI’s own internal forecasts, which have been revised sharply higher in a matter of months, implying extraordinary infrastructure requirements just to stay on its current growth path.…
One of Google DeepMind’s top researchers says AI agents are beginning to learn and adapt with far less direct human supervision. In a new post on X, Google DeepMind’s director of research, Edward Grefenstette, says his team is seeing progress toward AI systems that can improve themselves while operating in real-world environments. At a high level, Grefenstette says AI agents are starting to learn without the need for constant human guidance or carefully labeled training data. Instead of being trained only in controlled settings, these agents can learn while interacting with the world, adjusting their behavior as they go. “Broadly,…
A blockchain intelligence company warns that AI is rapidly reshaping the crypto crime landscape, accelerating both the scale and sophistication of scams. In a new CNBC interview, TRM Labs’ global head of policy, Ari Redbord, says AI-driven crypto fraud became one of the firm’s dominant themes in 2025 and is poised to intensify further. “That was a huge theme for us in 2025, and we’re going to see that continue in 2026. We’ve seen about a 500% increase in the use of AI for scam activity in 2025 from the prior year. We’re likely to see significant increases in 2026.”…
The next wave of US technology initial public offerings (IPOs) could eclipse the entire public listings market witnessed last year. The three most valuable private US tech companies, OpenAI, SpaceX and Anthropic, are actively preparing for public offerings as early as this year, with combined proceeds expected to reach tens of billions of dollars, the Financial Times reports. The scale of these potential listings is unprecedented. Together, the three companies could raise more capital than the roughly 200 US IPOs completed in 2025, reshaping expectations for public market activity and underwriting revenue. OpenAI, currently valued at about $500 billion, is…
Artificial intelligence tools used in schools are increasingly spilling into students’ personal lives, introducing new emotional and social risks. A study from the Center for Democracy and Technology finds that nearly one in five middle and high school students report using AI systems to form romantic relationships, highlighting a growing pattern of non-academic reliance on chatbots among teens. The findings are based on nationally representative online surveys conducted between June and August 2025, covering 1,030 students in grades 9–12, 806 teachers in grades 6–12, and 1,018 parents of students in grades 6–12. Researchers examined how classroom exposure to AI tools…