A senior UBS portfolio manager says investors should focus on the months ahead rather than short-term volatility tied to geopolitical tensions. In a recent Fox Business interview, UBS managing director and senior portfolio manager Jason Katz says markets are reacting to uncertainty surrounding the Middle East, particularly concerns about oil flows through the Strait of Hormuz. He says focusing on near-term market swings may be the wrong approach for investors trying to navigate the current environment. “I know it’s cliché. We hate uncertainty. We want to know clarity on when this war will end, when the Strait of Hormuz will…
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.
OpenAI is buying Promptfoo, a security platform built to help companies find weaknesses in AI systems before those systems go live. In a new company announcement, OpenAI says the deal focuses on addressing a growing problem in enterprise AI. “As enterprises deploy AI coworkers into real workflows, evaluation, security, and compliance become foundational requirements. Enterprises need systematic ways to test agent behavior, detect risks before deployment, and maintain clear records to support oversight, governance and accountability over time.” OpenAI says Promptfoo’s technology will be integrated into OpenAI Frontier, the company’s platform for building and operating what it calls AI coworkers.…
Claude creator Anthropic is suing the Trump administration, accusing the government of punishing the startup for not acceding to its demands. In a lawsuit filed with the US District Court for the Northern District of California, the AI startup asks the court to declare the government’s actions unlawful, including Trump’s order to immediately cease using Claude in federal agencies and Defense Secretary Pete Hegseth’s decision to designate Anthropic as a “supply-chain risk to national security.” Anthropic claims that its decision to hold fast to its judgment that Claude cannot safely or reliably be used for autonomous lethal warfare and mass…
Morgan Stanley’s global head of thematic and sustainability research believes that the rapid expansion of AI infrastructure is pushing tech companies to build their own power systems. In a new CNBC interview, Stephen Byrd says hyperscale cloud companies are increasingly exploring ways to operate independently from traditional power grids. Byrd says the move would help address growing political concerns about electricity demand from large AI facilities. “When we talk to the hyperscalers and folks in the power space, more and more, they’re going to go completely off grid so they can go to politicians and say, ‘Look, we understand there’s…
A new NBC News survey suggests artificial intelligence is viewed negatively by a large share of Americans. The poll, conducted by Hart Research Associates and Public Opinion Strategies, surveyed 1,000 registered voters between February 27th and March 3rd, 2026. Respondents were asked about their views on several institutions and issues, including AI. The results show that AI currently carries a net negative public image. According to the survey, only 26% of voters report a positive view of AI, while 46% hold a negative view. About 27% are neutral, and 1% are unsure. That gives AI a net favorability rating of…
A top investment strategist at Citi Wealth says US large-cap stocks are positioned to outperform as markets navigate rising geopolitical and economic uncertainty. In a new Bloomberg interview, Citi Wealth chief investment officer Kate Moore says positioning and sentiment in equity markets help explain why large-cap US stocks are holding up better than other parts of the market. “What we’re seeing is the resilience in the US large-cap space… the S&P 500, which has been treading water for six months, is holding up relatively well because people had already taken down a little bit of their exposure there.” Moore adds…
A new study published in the Harvard Business Review suggests heavy use of AI tools is pushing some employees to their mental limits. Researchers say the phenomenon “AI brain fry” is a form of mental fatigue caused by prolonged interaction with AI systems beyond a person’s cognitive capacity. Participants in the study describe symptoms including mental fog, difficulty focusing, slower decision-making and headaches after extended back-and-forth work with AI tools. The researchers define AI brain fry as mental exhaustion triggered by constant oversight of AI systems, often when workers must repeatedly review, correct and guide AI-generated outputs. In the study,…
A leading economist says US markets may be underestimating the risks of a major oil supply disruption in the Middle East. In a new CNBC interview, Robin Brooks of the Brookings Institution says escalating tensions in the region are putting a significant portion of the world’s oil supply at risk. According to Brooks, one false move in the Middle East could have a catastrophic impact. “This is a massive supply disruption with 20% of global supply now in jeopardy. The big question is the risk that some kind of rocket or some kind of damage is done to an oil…
A new study suggests AI is becoming a major influence on how executives make decisions inside their companies. Research commissioned by Confluent and conducted by market research agency 3Gem surveyed 200 UK business leaders, including CEOs, founders and other C-suite executives, about how they make high-stakes decisions. The study finds that many leaders still rely heavily on instinct because they lack timely access to reliable data. More than half of the executives surveyed, about 59%, say they frequently rely on gut instinct when making decisions. Meanwhile, 60% say the data they need is difficult to access, and 71% say the…
A Morgan Stanley strategist says the next major wave of value from artificial intelligence may shift toward companies the market has recently repriced. In a new episode of the bank’s Thoughts on the Market podcast, Morgan Stanley’s Joshua Baer says AI innovation historically follows a predictable pattern in technology cycles. Baer explained that the first beneficiaries of major computing revolutions tend to be hardware providers before value moves further up the stack. “I think the best starting place is a reminder that AI is software. And so we see software as a TAM expander. In many ways, even though this…