Morgan Stanley believes the US equity market is about to witness more sell-off events as the war in Iran rages on. In a new episode of the bank’s Thoughts on the Market podcast, Morgan Stanley global head of Fixed Income Research Andrew Sheets says the US began 2026 on a high note with a solid jobs report, moderating inflation and the Fed poised to lower interest rates. But Sheets notes that President Trump’s decision to strike Iran suddenly reversed the trajectory of stocks and gold. “In a moment, the Iran conflict and the subsequent risk of an oil price shock…
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.
Banking giant Goldman Sachs is revealing one investment play it believes will continue to outperform, despite current market weakness. In a new episode of the bank’s This Is the Markets podcast, John Storey, the co-head of Equities Distribution in Goldman Sachs Global Banking & Markets, says he favors asset-heavy sectors over names that are light on assets. Storey explains that the rotation from asset-light names like software and into asset-heavy equities has “an enormous amount of legs,” suggesting the trend will continue. “Let’s look at the asset-light, which is look at software, where people are struggling to determine what is…
The Treasury Secretary during President Trump’s first term is outlining a critical solution for America’s ballooning national debt. In a new interview with Goldman Sachs CEO David Solomon, Steve Mnuchin says he’s very concerned about the country’s budget deficits. Data from the Congressional Budget Office (CBO) shows that the government is poised to run a $1.9 trillion budget deficit this year and average $2.4 trillion annually from 2027 through 2036. According to Mnuchin, strong economic growth is crucial to protect the fiscal sustainability of the US. “So now we’ve ended up with debt-to-GDP at 125%. Neither one of the parties…
Billionaire Mark Cuban believes that the US faced a bigger tech disruption in the past, and those who adapted ultimately made more money. In a new post on X, Cuban says that during the 1980s, the introduction of personal computers (PCs) posed a massive threat to white-collar employment. He also says that at the time, the US economy was not doing so well. “An article from the 90s explaining how, in the 1980s, personal computers changed the dynamic of college vs. high school workers. College grads learned how to use PCs and grew wages faster Mind you, this was when…
Former presidential candidate and Noble Mobile CEO Andrew Yang warns that white-collar workers will be hardest hit as companies adopt AI. In a new Fox Business interview, Yang says the market’s response to reports of layoffs is giving CEOs the conviction and incentive to announce AI-driven job cuts. “This transition is going to be brutal with a capital B for hundreds of thousands of white-collar workers… I talked to a tech CEO of a publicly traded company, and this has not been announced. He said they’re going to fire 15% of their workers now, 20% in two years and 20%…
The chief executive of the world’s most valuable company believes one surprising major could ultimately drive success for young people in the age of AI. In a new All-In Podcast interview, Nvidia CEO Jensen Huang calls on young people to develop AI skills amid concerns of youth unemployment in the country. According to Huang, even employees are being asked to upskill and become AI experts. “The one thing that I will say to young people who are coming out of school, who are concerned, who are anxious about AI, is to be an expert in using AI. We all want…
Amazon founder Jeff Bezos is flying across the globe and courting investors for a new artificial intelligence fund. Bezos is raising $100 billion for a new fund that seeks to buy up manufacturing firms and use AI to accelerate automation, reports the Wall Street Journal. The tech tycoon had talks with sovereign wealth investors in the Middle East a few months ago and spoke with investors in Singapore just recently in an effort to raise funds, according to a person close to the matter. According to investor documents, the fund is a “manufacturing transformation vehicle,” designed to acquire companies in…
A North Carolina man may spend years behind bars for running an AI scheme that defrauded music streaming platforms of millions in royalty payments. The United States Attorney for the Southern District of New York, Jay Clayton, says 54-year-old Michael Smith has pleaded guilty to one count of conspiracy to commit wire fraud for using bots and AI-generated music to drain $8 million in royalties from streaming platforms. Clayton says Smith used AI to generate music and automated bots to stream the songs billions of times. According to the US attorney, Smith created thousands of bot accounts and hundreds of…
SpaceX CEO Elon Musk is naming two companies and one nation that he believes will ultimately emerge victorious in the AI race. In a new post on X, Musk says China will become the most dominant nation in AI on the planet. He also says that Google will win the race in the US, with SpaceX becoming the biggest victor of all. “Google will win the AI race in the West, China on Earth and SpaceX in space.” Last month, Elon Musk said US hyperscalers may face a day when they have tons of AI chips but no power to…
Banking giant JPMorgan is unveiling two investment themes that would allow investors to capture the potential upside of the AI CapEx wave while being protected against the risk of a recession. In a new instalment of the JPMorgan Asset Management podcast, the bank’s global market strategist, Stephanie Aliaga, says the AI trade has shifted from mega-cap tech names to infrastructure plays. According to Aliaga, investors should consider picking up equities that are likely to benefit from the massive hyperscaler AI spend. “You can maybe invest in where all this CapEx is headed, and the ecosystem is made up of companies,…