Fundstrat’s Tom Lee says AI has become a monster tailwind for one tech subsector, sparking a deep corrective move since the end of 2025. In a new The Compound interview, the Wall Street veteran says the market appears to have chosen an early loser in the AI age. According to Lee, the software application subsector looks incredibly weak as it continues to decline, whether good or bad news is released. “Well, sometimes it’s easier to see the losers and not the winners. Usually it’s a signal, you know what I mean? So software, I think, is now being chosen as…
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 new study finds that women tend to be more cautious about AI than men, largely because they see more risk and fewer guaranteed rewards. The research, published in the Oxford Academic journal PNAS Nexus, surveyed 3,000 people in the United States and Canada to understand how workers feel about companies using AI. Across the board, women were more likely than men to believe AI could hurt workers rather than help them. The researchers say the gap comes down to two main reasons. First, women generally view economic risks more seriously than men. Second, women are more likely to be…
An ex-Morgan Stanley managing director says the emergence of AI agents represents the evolution of Axie Infinity-style labor, putting crypto at the center of a new digital economy. In a new Substack post, Jordi Visser recalls the peak of the blockchain-based game Axie Infinity in 2022, when players earned digital tokens while playing, and those coins got exchanged for real money. Visser says back then, people hired “scholars” to scale operations and earn more tokens as a team. The market strategist says today, a similar economy is emerging with AI agents and Moltbook, a Reddit-like social network where agents can…
The chief executive of Nvidia is clarifying the chipmaker’s investment intentions for OpenAI, as the ChatGPT maker gears up for a new funding round. Over the weekend, reports emerged that talks about Nvidia’s $100 billion investment in OpenAI have stalled, as CEO Jensen Huang raised concerns about the AI giant’s business discipline. In a press interview in Taiwan, Huang said the reported concerns are “nonsense,” saying that Nvidia will make a huge investment in OpenAI. Huang added that Nvidia will “invest a great deal of money,” probably larger than the $20 billion it paid for a non-exclusive licensing agreement with…
A crypto analyst known for timely Bitcoin and altcoin calls says that two Mag 7 charts may be foreshadowing BTC rallies. Crypto strategist Benjamin Cowen, who has 1.1 million followers on X, highlights the 2024-2025 price action of Nvidia (NVDA) and Alphabet (GOOGL) and says the stocks traded within an ascending broadening wedge before breaking out and printing fresh all-time highs. According to Cowen, Bitcoin’s latest drop to around $74,000 may be a sign that BTC is following in the footsteps of NVDA and GOOGL. “This is the bull case for Bitcoin, by the way. If Bitcoin sweeps the low,…
A veteran investor who steered Fidelity Overseas Fund to achieve historic performance levels is sounding the alarm about OpenAI’s financial trajectory. In a new post on X, George Noble lays out a detailed critique of OpenAI’s spending, valuation and long-term sustainability, noting that the numbers behind the AI leader no longer resemble any conventional technology business. Noble says OpenAI is running one of the most extreme financial gambles in modern tech, as its valuation is completely detached from underlying economics. “SAM ALTMAN IS PULLING OFF THE BIGGEST THEFT IN TECH HISTORY… The actual numbers: OpenAI burned $8 billion in 2025.…
Former Google CEO Eric Schmidt says the next wave of value creation in AI will not come from piling into already-dominant tech giants. Speaking at the Imagination In Action AI Summit in Davos, Schmidt says the market has already priced in much of the upside for the largest AI beneficiaries, as both public and private valuations have become increasingly difficult entry points for new investors. Schmidt says most of the obvious equity gains have already been captured by the largest technology firms, but investors can still capture potential upside gains by investing in firms that will witness AI-driven productivity growth.…
AI chatbots are emerging as a new distribution channel for state-aligned media, quietly routing readers to sanctioned Russian propaganda outlets. A new study from Insight News finds that between October and December 2025, major conversational AI tools generated at least 300,000 visits to eight Kremlin-linked or pro-Russian websites tracked by SimilarWeb, including RT, Sputnik, RIA Novosti, and Lenta.ru. The researchers analyzed referral traffic from ChatGPT, Perplexity, Claude, and Mistral, focusing on how AI systems increasingly function as “answer engines” rather than simple productivity tools. While the traffic volumes remain small relative to the total audiences of these sites, the pattern…
ARK Invest founder Cathie Wood says the accelerating AI buildout is colliding with physical limits on Earth, pushing the next phase of compute growth into space. Speaking in a Moonshots interview with Peter Diamandis, Wood says reusable rockets are a critical enabler of future AI infrastructure, noting that cost declines driven by scale could unlock entirely new demand curves. She anchors her view in Wright’s Law, which links falling costs directly to cumulative unit growth rather than time alone. “Well, first of all, the cost decline, again, another use case driving unit growth, and Wright’s Law is centered on unit…
Billionaire investor Chamath Palihapitiya says a new open-source AI release from China may mark a turning point in the global AI race, as it threatens the position of popular chatbots, including ChatGPT, Gemini and Claude. In a new episode of the All-In Podcast, Palihapitiya says the launch of Kimi K 2.5 represents a direct challenge to closed-source frontier models from OpenAI, Google and Anthropic. He says the Chinese open-source model is a tectonic shift away from proprietary control toward mass accessibility, driven by a model architecture that had previously been locked behind corporate walls. Open-source models are often free, with…