The head of macro strategy at Citi believes that the equity bull market has more room to run, and one sector is likely to capture most of the gains. The News In a new NYSE interview, Dirk Willer says he sees no reason for the equity bull market to abruptly reverse course. According to Willer, the Fed had hiked rates by 175 basis points in the 2000s before the bull market back then topped out. “In the very big picture, rising rates are often a problem for the market and an important element that causes an eventual top. I don’t…
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.
JPMorgan Wealth Management says investors have mostly been caught in the US earnings growth story, and that they are missing a big shift in the global economy. The News In a new video update, investment strategist AJ Odin says the world is in the midst of fragmentation, particularly in global oil supply and the semiconductor supply chains. According to Odin, the conflict in the Middle East highlighted the fragility of oil and semiconductor supply chains. “So the big change is that markets have been reminded that the global economy depends on these narrow corridors, especially when it comes to energy…
Banking giant Goldman Sachs predicts that the S&P 500 can soar 6.4% by the end of 2026, mostly driven by earnings growth from one tech sector. The News In a new investor note, Goldman Sachs says it sees the S&P 500 surging to 8,000 by year-end, fueled by earnings growth, reports Reuters. “Earnings growth has powered the entire S&P 500 return so far this year, and we expect this dynamic to continue in the coming months.” The bank says the beneficiaries of the massive AI CapEx cycle this year will drive half of the S&P 500’s earnings growth in 2026,…
Banking giant UBS believes that a surging memory name will soar to a nearly $2 trillion valuation in the coming months amid massive demand from the AI buildout. The News In a new investor note, UBS analyst Timothy Arcuri predicts that Micron Technology (MU) will soar to as high as $1,635, implying an over 80% increase from its current price of $895, reports Bloomberg. “We believe the market will start to put a more ‘normal’ multiple on the stock and MU will continue to re-rate higher as more details emerge about the structural changes AI has driven to the entire memory…
JPMorgan believes that the market can continue rallying despite fears that surging oil prices could trigger higher inflation and hurt equities. The News In a new Fox Business interview, JPMorgan Wealth Management chief investment strategist Phil Camporeale says investors should separate the signal from the noise amid growing concerns that the Fed could suddenly turn dovish amid hotter-than-expected inflation data in April. According to Camporeale, the stock market looks healthy, powered by a strong US consumer base. “The noise is yes, the Strait of Hormuz has been closed for 90 days, pushing oil prices up, pushing inflation up, pushing gas…
Morgan Stanley Private Wealth Management’s managing director is recommending a handful of plays to clients as the S&P 500 records a new all-time high. The News In a new CNBC interview, Kathleen Entwistle says that beyond the AI and tech trade, she’s urging clients to diversify and add exposure to plays outside of the S&P 500. “If we do have any kind of a larger pullback, it would be a great opportunity to jump in… We’re putting clients in real assets right now. So we’re also looking at energy, infrastructure, things like that, the digital space… We would just stick…
Venture capitalist Chamath Palihapitiya believes that SpaceX’s massive valuation will be justified in just a few years, noting that investors are buying into a company that’s at the forefront of revolutionizing the internet and AI. In a new episode of the All-In podcast, the billionaire says SpaceX will likely generate $25 to $30 billion in revenue this year after generating $18.7 billion in revenue in 2025. Palihapitiya predicts that the company will generate up to $45 billion in revenue in 2027 before doubling to $90 billion by 2028. “I’m buying probably the most important internet infrastructure project that’s happened since…
Billionaire Paul Tudor Jones is pouring hundreds of millions of dollars into AI-related plays, while significantly trimming his stakes in three Magnificent 7 names. The News The firm’s latest 13F filing shows that Tudor Investment Corp opened a new position in Meta (META) in Q1 of 2026, buying 211,995 META shares valued at $121.288 million. Tudor Investment also initiated a fresh stake in Micron Technology (MU), accumulating 355,468 MU shares worth $120.091 million. On top of Micron, the fund opened a new position in Broadcom (AVGO) in Q1 as well, gobbling up 311,764 AVGO shares valued at $96.494 million. Other…
ARK Invest CEO Cathie Wood says it is within the realm of possibility for Bitcoin (BTC) to shatter $1 million, amid the convergence of three colossal catalysts. The News In a new Fox Business interview, Wood says ARK Invest’s bull-case scenario sees Bitcoin exploding to as high as $1.25 million. But the firm’s base case predicts Bitcoin climbing to $750,000, driven by the massive generational wealth transfer underway, institutional adoption and emerging markets using BTC as a hedge against currency debasement. “Well, the way we get to [$1.25 million per Bitcoin] now, that is our bull case. Our base case…
A former managing director at Morgan Stanley believes Bitcoin will soar to new record highs before 2026 expires, as BTC’s network effects take shape in the midst of AI disruption. The News In a new interview with veteran crypto trader Michaël van de Poppe, Jordi Visser says the AI cycle is driving the destruction of legacy software, while boosting demand for assets in the picks-and-shovels plays, such as chips and power generation. According to Visser, Bitcoin is unique as it is not caught between those two forces. “So I think this has been the most important year for Bitcoin. When…