Morgan Stanley warns that US stocks may be facing an uncomfortable setup even as fundamentals tied to artificial intelligence remain intact. In a new Fox Business interview, the bank’s senior portfolio management director, Jim LaCamp, says his concern centers on where markets are most vulnerable, rather than where optimism is already priced in. “It’s a double-edged sword, but it does concern me a lot because you also look at where is the pain trade? Where’s the trade nobody’s looking for? The pain trade is that the market would sell off.” LaCamp points to historical patterns that suggest investors may be…
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.
Fundstrat’s head of technical strategy says US equities may be nearing the end of their recent pullback, setting the stage for rallies in tech stocks. In a new interview on Milk Road Macro, Mark Newton says the weakness that has weighed on large-cap tech appears to be running out of steam, with seasonal trends lining up for a rebound. “I am anticipating that the minor setback that we’ve seen, which has really afflicted a lot of large-cap technology stocks, should be nearing its end… My thinking is that really between now and potentially the end of February, early March, we…
A veteran investor believes that the rally driven by the AI trade is not over, despite numerous calls that 2026 will be the year the market broadens out. In a new Bloomberg Podcast interview, Margie Patel, senior portfolio manager at Allspring Global Investments, says valuations across leading AI names have begun to normalize following the correction witnessed in Q4 2025. Patel, who was given the moniker “Queen of Junk Bonds” after delivering high-performing returns in the high-yield junk bond sector, believes that the market is already pricing in slower growth without abandoning the trade altogether. “I think the artificial intelligence trade…
China’s largest technology firms are placing orders that could significantly strain the global supply of advanced Nvidia AI chips. Chinese companies have ordered more than 2 million of Nvidia’s H200 artificial intelligence chips for delivery in 2026, far exceeding Nvidia’s current inventory of roughly 700,000 units, Reuters reports. The demand has prompted Nvidia to approach its primary manufacturing partner, Taiwan Semiconductor Manufacturing Co., to ramp up production. Sources tell Reuters that Nvidia has asked TSMC to begin producing additional H200 chips, with work expected to start in the second quarter of 2026, although the final order volume has not yet…
A cast member from Harry Potter says an AI–driven impersonation scam nearly led a fan to lose everything, including her home. In an interview with Unilad, Bulgarian actor Stan Yanevski, who played Viktor Krum in Harry Potter and the Goblet of Fire, tells a story of how a woman was manipulated by someone posing as him online. “I had a case where the cousin of a girl got in contact with me. That particular girl was in contact with a fake me, obviously sending pictures, and I don’t know what else they sent her.” Yanevski says the emotional manipulation escalated to…
Andrej Karpathy, a former director of AI at Tesla, says a milestone long discussed inside the firm’s autonomy program has been reached this week. In a new post on X, David Moss, who describes himself a LiDAR salesman, says he completed a fully autonomous coast-to-coast drive using Tesla’s latest Full Self-Driving software without a single intervention. “I am proud to announce that I have successfully completed the world’s first USA coast-to-coast fully autonomous drive. I left the Tesla Diner in Los Angeles 2 days & 20 hours ago, and now have ended in Myrtle Beach, SC (2,732.4 miles). This was…
Early Groq backer and billionaire investor Chamath Palihapitiya says that his firm’s deal with Nvidia could dramatically lower costs and expand global adoption. In a new episode of the All-In Podcast, Palihapitiya lays out why Groq focused on a very specific bottleneck in AI systems and how that decision could reshape the economics of AI infrastructure. According to Palihapitiya, who bought nearly 33% of Groq for $62.3 million, the company understood that early on, AI architectures were inefficient because they were built for compute, not memory. “So when you send a prompt to AI, what happens is that the model…
The head of the social media platform Instagram is outlining what he thinks will be the future of content creation in the age of AI and abundance. In a lengthy post on Instagram, Adam Mosseri says that 2026 will be the year when AI floods platforms with content, including videos, voices, and images that appear polished and real. “Everything that made creators matter, the ability to be real, to connect, to have a voice that couldn’t be faked, is now suddenly accessible to anyone with the right tools. Deepfakes are getting better and better. AI is generating photographs and videos…
Banking giant Goldman Sachs says the way investors are approaching artificial intelligence today looks fundamentally different from the mindset that fueled the dot-com bubble 25 years ago. In a Bloomberg Podcast interview, Goldman Sachs chief US equity strategist Ben Snider says market behavior over the past several years has been shaped by uncertainty, pushing investors to anchor decisions on near-term earnings rather than distant projections. He says that focus has concentrated capital in areas where profits are already visible. “What the market has been doing, given the uncertainty over the last couple of years, is really focusing on near-term earnings.…
Box CEO Aaron Levie says the next major tech winners will be defined by who can make AI agents usable at scale. In a new post on X, Levie says enterprise adoption of AI agents is still hard enough that only a small number of teams will succeed in simplifying it for the broader market. Levie highlights that the technical friction acts as a natural filter, concentrating value among the companies that can abstract complexity away from end users. “Getting AI agents working for enterprises is not easy. And this is exactly why there’s so much opportunity right now. Today,…