Market strategist Ed Yardeni says investor caution around artificial intelligence is a healthy sign for the market and could set the stage for a broad rotation. In a new Bloomberg Technology interview, Yardeni says investors cautious about the AI bubble are giving the market room to breathe, making the uptrend more sustainable. “People have called it an AI bubble. which is great. The more that people worry about that being a bubble, the more that they slowly take some air out of it, the better. The worst-case scenario would be kind of like 1999, when just about nobody saw it…
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.
Elon Musk says the lift capacity of SpaceX’s Starship could enable a rapid expansion of space-based artificial intelligence that surpasses the scale of the entire US electrical grid. In a post on X, Musk says Starship can deliver AI satellites to orbit that can capture energy from the sun at a capacity far surpassing US electricity generation on Earth. “Starship should be able to deliver around 300 GW per year of solar-powered AI satellites to orbit, maybe 500 GW. The ‘per year’ part is what makes this such a big deal. Average US electricity consumption is around 500 GW, so…
A prominent hedge fund believes that Google’s one-of-a-kind AI buildout strategy may allow the tech giant to pull ahead of the race. In a new research update, ARK Invest says Google’s latest Gemini 3 model shows the strength of a vertically integrated AI approach that spans silicon, cloud infrastructure, model architecture and product deployment. The firm highlighted early benchmark results that placed Gemini 3 ahead of competing frontier models on advanced reasoning and mathematics. “According to early results, Gemini 3 has surged to the top of multiple frontier model benchmarks, outperforming Anthropic and OpenAI on tests like Humanity’s Last Exam,…
President Trump has signed a new Executive Order (EO) launching the Genesis Mission, a national artificial intelligence initiative led by the Department of Energy (DOE) that aims to reshape American energy, science and security. The Department of Energy says the effort will use the current wave of AI and advanced computing to double the productivity and impact of US science and engineering within a decade, while strengthening technological leadership and global competitiveness. Under the plan, the DOE will connect the nation’s most powerful supercomputers, AI systems and emerging quantum platforms into a single integrated discovery engine, linking those capabilities with…
Amazon deploys tens of billions of dollars into a major expansion of artificial intelligence and supercomputing capabilities for its US government customers. In a new update, Amazon says it is committing up to $50 billion to build new infrastructure designed to deploy AI and high-performance compute for US government agencies. The company says the investment will support federal agencies by adding nearly 1.3 gigawatts of advanced compute capacity to AWS Top Secret, AWS Secret and AWS GovCloud regions. The buildout will deliver purpose-built data centers starting in 2026. “Federal agencies will gain expanded access to AWS’s comprehensive AI services, including…
Fundstrat’s head of technical strategy, Mark Newton, says the S&P 500 is showing a deteriorating breadth signal that has aligned with prior bear markets. In a new CNBC interview, Newton highlights the shrinking share of stocks participating in the market’s advance. He warns that the same signal appeared last year and in 2021, foreshadowing an over 20% correction in the months that ensued. “There’s only about half of all stocks that are above their 50-day moving average, and that’s troublesome. That happened also this time last year. And it also happened back in 2021.” The S&P 500 ended 2024 at…
Macro expert Luke Gromen says the United States is now in a fiscal corner that cannot be escaped even if the AI boom delivers a powerful productivity surge. In a new post on X, America’s AI Czar, David Sacks, says AI-related investments are now fueling 50% of the country’s GDP growth, citing data from The Wall Street Journal. “A reversal would risk recession. We can’t afford to go backwards.” In response, Gromen says AI is bad news for the US economy, even if it works. According to the macro expert, the US will witness an economic downturn and face massive…
Morgan Stanley says the equity market is entering a stronger phase than most investors realize, despite the recent pullback. In a new episode of the Thoughts on the Market podcast, Morgan Stanley CIO Mike Wilson says labor market softness could force the Fed to take a more accommodative stance that could alter the S&P 500’s direction. “In our view, this type of labor market weakness, coupled with the administration’s desire to run it hot, means that ultimately the Fed is likely to deliver more dovish policy than the market currently expects. It’s really just a question of timing, but that…
A top executive at the largest bank in Russia says artificial intelligence is becoming a new dividing line between global powers, similar to the nuclear era. In an interview with Reuters at Russia’s annual AI Journey event, Sberbank’s first deputy CEO, Alexander Vedyakhin, says only countries that build their own foundation models will hold strategic influence in the decades ahead. “AI is like a nuclear project. A new ‘nuclear club’ is emerging globally, where either you have your own national large language model or you don’t.” He notes that Russia must develop multiple homegrown systems rather than rely on foreign…
A macro investor with over 30 years of experience believes that AI will boost balance sheets in the same way the Fed’s quantitative easing (QE) once did for Corporate America. In a new video update, Jordi Visser says the profit dynamics behind AI resemble the post-2008 crisis period when quantitative easing boosted margins by cutting costs and driving operating leverage. According to Visser, investors should focus on the big picture benefits of AI instead of obsessing over bubble signs. “This is why I talked about the fact that QE is basically artificial intelligence in terms of the fact that we’re…