Asset-management behemoth Brookfield says the AI buildout is no bubble, as tech giants leading the charge have balance sheets better than most governments in the world. In a new CNBC interview, Brookfield CEO Bruce Flatt says the scale and difficulty of deploying compute and power make this era fundamentally different from bubble cycles of the past. Flatt outlines the practical hurdles that separate talk from execution. “It’s not [a bubble]. And it isn’t, because it’s hard to do this. Everyone says they’re going to build something. It’s not easy to build. You need to find the connectivity. You need to…
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.
Microsoft CFO Amy Hood says a supply crunch sits at the center of the firm’s AI ambitions, and it’s not easing anytime soon. Speaking on Microsoft’s latest earnings call, Hood says the company continues to chase capacity as rapidly increasing demand for AI services accelerates the need for data centers, GPUs and next-generation infrastructure. Hood says Microsoft is pouring long-life capital into data centers designed to operate for decades, yet demand is rising so fast that the company remains behind the curve. “We have been short now for many quarters. I thought we were going to catch up. We are…
Nvidia chief executive Jensen Huang blasts AI bubble calls as NVDA’s valuation soars to a historic high. In a new Bloomberg interview, Huang dismisses bubble talks in the industry, arguing that today’s AI boom reflects real adoption, real monetization and a structural shift in computing — not speculative excess. He says AI is far from the hype-based narrative, as the technology is already delivering measurable productivity and commercial value inside the enterprise. “I don’t believe we’re in a bubble. And the reason for that is we’re going through a natural transition from an old computing model based on general-purpose computing…
OpenAI is positioning itself for a potential Wall Street debut that could mark the most valuable IPO in history, as the AI boom cranks up a notch. The ChatGPT creator is laying groundwork for a stock-market listing that may value the company at up to $1 trillion, signaling a fresh push to tap public-market capital as competition and infrastructure demands surge, Reuters reports. People familiar with the matter say OpenAI is looking to submit filings with the U.S. Securities and Exchange Commission (SEC) as early as the second half of next year but note that discussions are still in the…
A major asset manager says the AI trade is nowhere near exhausted, despite investors worrying that the sector’s explosive run may be losing air. In a new Bloomberg Technology interview, Allspring Global Investments senior portfolio manager Margie Patel says investors who are cashing in on their AI gains may miss out on more profits. She highlights that capital continues to rush toward AI-linked companies and data-infrastructure players, starving other sectors of investor attention. “Well, I think really all the oxygen is being sucked out of other areas of the market and going into artificial intelligence, data storage, data centers, all…
Veteran tech strategist Dan Ives believes that investors unloading Meta stock are making a big mistake. The Wedbush global head of tech research says on X Meta has given investors a bullish signal in its latest earnings call after lifting its 2025 capital expenditure from $66 to $72 billion to $70 to $72 billion. According to Ives, the CapEx jump suggests that the AI investment cycle is still going strong. “We want Meta to increase CapEx, and they did. Any sell-off is shortsighted. Zuck is a wartime CEO and is leading Meta into the next stage of the AI Revolution.…
Tech giant Microsoft (MSFT) has squashed consensus estimates, fueled by strong momentum across its AI platform. In its Q1 2026 earnings, Microsoft reports an 18% year-over-year surge in revenue to $77 billion, crushing estimates of $75.4 billion. The firm’s earnings per share climbed 13% to $3.72, beating forecasts of $3.66. Microsoft’s cloud revenue stands at $49.1 billion, marking a 26% jump and topping estimates of $48.6 billion. In a thread on X, CEO Satya Nadella says its AI business and family of Copilots are increasing investments in both capital and talent. He also highlights the firm’s ambition to supercharge Microsoft’s…
Alphabet (GOOGL) just exploded to a fresh all-time high following news that Google delivered a record-breaking revenue quarter. In its latest earnings report, CEO Sundar Pichai says the firm posted its “first-ever” $100 billion revenue quarter in Q3, representing a 100% rise from the figures delivered in 2020. According to Pichai, Google’s momentum is strong as it rides a surge in AI-enhanced search usage, cloud demand and a swelling base of subscription customers as the Gemini platform scales across products and geographies. “Our first-party models, like Gemini, now process 7 billion tokens per minute, via direct API use by our…
Chair Jerome Powell says Wall Street’s AI boom bears little resemblance to the dot-com era, as the Federal Reserve prepares to end its balance-sheet runoff in the next few weeks. In a statement, the Federal Reserve says it will end quantitative tightening (QT) on December 1st, a move that could drive risk assets like stocks and crypto to greater heights. “The Committee decided to conclude the reduction of its aggregate securities holdings on December 1.” Ending QT means the Fed will stop shrinking its balance sheet by letting Treasuries and mortgages roll off. It signals the liquidity drain is nearing…
Star hedge fund manager Cathie Wood says a market correction is coming, but only after artificial intelligence ignites a productivity surge across the US economy. In a new interview on CNBC’s Squawk Box, ARK Invest CEO Cathie Wood says investors should expect a shift in the macro narrative as the AI buildout transitions from hype to real output gains. According to Wood, the AI-driven productivity gains will force the hand of the Federal Reserve to raise interest rates after the midterm elections in an effort to stop the US economy from overheating. “I think we’re going to reach a moment…