Author: Henry Kanapi

Popular payments platform Ramp says firms pouring money into one key investment are pulling away from the competition month after month. In a new post on X, Ramp co-founder Eric Glyman says the firm looked at the 50,000 companies using the payments processor and found that those who aggressively spend in AI are leaving the competition in the dust. “The gap is compounding… The ones using AI as leverage are pulling away from the ones that aren’t, and the gap is widening every month. I see the split in our own data on company spending. Since 2023, the top quartile…

The former chief executive of banking giant Goldman Sachs says he’s making a counterintuitive play, despite fears about sky-high valuations. In a new CNBC interview, Lloyd Blankfein reveals that he’s loading up on hyperscaler names. While mega-cap tech firms have massive valuations, the ex-Goldman CEO believes that they could go much higher. “I’ll tell you what I’m doing. I’m betting with the hyperscalers. When I saw for the first time that a company costs a trillion dollars, how can anything be worth a trillion? And how could you invest in something? Because to double, it would have to be $2…

The chief investment officer of the world’s largest asset manager says the shocks triggered by tensions in the Middle East could eventually create golden opportunities for stock investors. In a new CNBC interview, Rieder says investors should be more cautious about buying risk assets for now, as the war in Iran shows no signs of letting up. Rieder also believes that the Fed will cut rather than hike rates, despite rising oil prices. “So we have a very sophisticated strategy when you go through shock periods like that, called hunker down. I think for the time being, you’ve got to be a…

Morgan Stanley believes the current market sell-off is creating buckets of opportunities for investors who are looking to buy the dip. In a new CNBC interview, Morgan Stanley Wealth Management CIO Lisa Shallet says fears around AI disruption are now being expressed in the market, as investors dump software and hyperscaler names. Meanwhile, Shallet notes that some stocks in the AI trade are faring better, creating a divergence that traders can take advantage of. “So, on some of the controversies that animated the first two months of the year, I think that a lot of that market action underneath the…

Popular trading platform Interactive Brokers says retail investors are not sitting out the market correction, as they see the pullback as an opportunity to snap up discounted names. In a new CNBC interview, Interactive Brokers chief strategist Steve Sosnick says retail investors are not bothered by the war in Iran as they continue to support the market by buying on dips. According to Sosnick, it is possible that retail investors have been conditioned to see pullbacks as golden opportunities to pour more money into the market due to the fear of missing out (FOMO). “The market internals tell me that…

OpenAI has suddenly closed its doors on its generative AI video platform Sora, just months after launching it late last year. Sora, which debuted on December 9th, 2025, had announced that it is being discontinued without providing a reason behind the move. “We’re saying goodbye to Sora. To everyone who created with Sora, shared it, and built a community around it: thank you. What you made with Sora mattered, and we know this news is disappointing. We’ll share more soon, including timelines for the app and API and details on preserving your work. – The Sora Team.” Just days after…

Cybersecurity firm Malwarebytes says scam farms are now paying real people with real money to help deceive victims using AI deepfakes. The firm says scam compounds in Southeast Asia are forcing human trafficking victims to work long hours and lure victims as chat operators under the threat of violence. According to Malwarebytes, chat operators juggle multiple targets, working to make every single victim feel wanted and loved in an effort to get them to invest in a purported lucrative investment opportunity. But before targets fall for the scam, they typically ask for a video call to prove that their love…

The tech-focused investment firm ARK Invest says AI could eliminate one business risk and boost an entrepreneur’s odds of making it. In a new post on X, ARK Invest CEO Cathie Wood predicts an entrepreneurial explosion in the next five to 10 years, as AI lowers the barriers to new business entry. Wood cites an article by ARK research analyst Varshika Prasanna, who notes that almost 50% of small businesses shutter their doors in just a few years. “Data from the U.S. Bureau of Labor Statistics shows ~20% of businesses fail in their first year, and nearly half fail within…

Bank of America believes that AI agents will trigger the resurgence of a mega-cap tech name just as it enters bear territory. In a new CNBC interview, BofA managing director Tal Liani has reissued a buy rating on Microsoft (MSFT), believing that it is significantly undervalued at current levels. Liani says he is targeting $500 for MSFT, believing that the stickiness of its products and the rise of AI agents will be the next big catalysts for the company’s growth. “The AI market used to be about training. Microsoft is shifting it more to about inferencing, the ability to offer…

Wells Fargo’s top market strategist says it is keeping a close watch on one equity play that’s offering a solid opportunity following the market correction over the last few months. In a new CNBC interview, Wells Fargo chief equity strategist Ohsung Kwon says it is now bullish on mega-cap tech names, despite concerns that the hyperscalers are draining their cash flow in favor of AI CapEx. According to Kwon, analysts at Wells Fargo have crunched the numbers and believe that hyperscaler cash flow will come in better than expected as Wall Street underestimates the revenue-generation potential of AI. “So we…