A prominent strategist says the mechanics of one AI stock still resemble an early-stage rerating, comparing the setup to investors doubting Tesla (TSLA) before its breakout. In a new CNBC interview, Fundstrat’s Tom Lee says rapid innovation pace and strong visibility on AI spending point to continued payoff, even as valuation fears linger. Lee says market leadership remains anchored by tangible earnings power, challenging claims that AI heavyweights have entered speculative territory. “Even though they may say AI stocks are expensive, Nvidia still only trades at 29 times forward earnings. I mean, it’s still cheaper than Costco, so it’s hardly…
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.
A former Reddit CEO says most AI startups are racing against a tidal wave they cannot outrun, noting that foundational model providers will swallow the market before challengers scale. In a new post on X, ex-Reddit CEO Yishan Wong says the AI boom is structurally different from past tech cycles, with incumbent model platforms moving too fast and too forcefully for app-layer startups to survive on their own. He warns that founders should not anchor expectations on the classic “startup vs. incumbent” playbooks, noting that hyperscalers are advancing at an unprecedented pace and scope. “My AI investment thesis is that…
Famed short seller Michael Burry sounds the alarm on the financial backbone of the AI buildout, warning that accounting practices across hyperscalers could be inflating earnings in a way that echoes past market excesses. In a new post on X, “Big Short” investor Michael Burry warns hyperscalers are stretching depreciation schedules on fast-cycling compute hardware, boosting earnings in a way he likens to past financial manipulation. According to the contrarian investor, AI giants will understate network/compute depreciation by tens of billions of dollars in the coming years. “Understating depreciation by extending the useful life of assets artificially boosts earnings -one…
A top fund manager says the AI sell-off is creating selective buying opportunities, noting that the demand picture is stronger than market turbulence suggests. In a new CNBC interview, Hightower’s Stephanie Link says the market pullback masks a surge in real spending tied to artificial intelligence, with large-cap leaders already showing profitability and scale. She points to accelerating enterprise demand as the key driver. “Well, I mean, we have had a really good run in the AI, the whole theme. But we’re seeing massive amounts of spending happening because these companies can’t meet the demand. They can’t meet the demand.”…
A global survey of corporate leaders suggests AI has crossed a major threshold inside the enterprise, as adoption of artificial intelligence hits a fever pitch. In The State of AI in 2025 report, McKinsey gathered responses from 1,993 participants across 105 countries and a wide range of industries, roles and company sizes between June 25 and July 29, 2025. McKinsey finds that AI is now present across nearly all industries, but deployment is not yet deeply embedded into core workflows or operating models. “Nearly nine out of ten survey respondents say their organizations are regularly using AI—but the pace of…
Lawmakers are moving to shine a spotlight on AI layoffs, proposing a federal reporting regime that would capture both the firing and hiring tied to automation. Senators Josh Hawley and Mark Warner introduced the AI-Related Job Impacts Clarity Act, a bill that would require companies to disclose quarterly how AI is affecting their headcount and hiring decisions, with the Labor Department publishing the results online and reporting trends to Congress. The legislation mandates disclosure of job losses directly linked to automation, marking one of the first concrete federal efforts to quantify AI-driven workforce shifts as they unfold. “Not more than…
The chief executive of banking titan Citi says the AI investment wave is real, and so are the fault lines forming beneath it. In a new CNBC interview, Citi CEO Jane Fraser says she’s seeing the undeniable momentum and economic impact of AI, but warns that the fear of missing out (FOMO) at the fringes of the market could carry overlooked risks. “Yeah, there is a lot of hype in tech at the moment and the AI space, and some of it is earned and some of it is exuberant.” She says AI is gaining real traction alongside headline excitement,…
Hackers are moving beyond using AI for efficiency and are now deploying malware that can rewrite itself mid-attack, according to new threat research from Google. In a fresh update on adversarial AI activity, Google Threat Intelligence Group (GTIG) says hackers are breaking new ground, as they embed large language models (LLMs) inside malware to alter behavior and evade defenses in real time. “Adversaries are no longer leveraging artificial intelligence (AI) just for productivity gains, they are deploying novel AI-enabled malware in active operations. This marks a new operational phase of AI abuse, involving tools that dynamically alter behavior mid-execution.” The…
A prominent venture capitalist says the United States is increasingly leaning on artificial intelligence as the centerpiece of its economic hopes, warning that the surge in expectations around AI could create a too-big-to-fail dynamic with major social risks. In a CNBC interview, Slow Ventures general partner Sam Lessin says the US government’s urgent need to accelerate economic output is helping shape the AI boom narrative as a national growth project, blending speculation, industrial policy and investor optimism into a shared storyline. “I think what’s going on in AI is quite interesting, and there is a lot that can be real…
Tech magnate Elon Musk believes that Microsoft’s continued support for OpenAI goes against the long-term interests of the Copilot creator. In a new post on X, Musk says Sam Altman and OpenAI are angling to study Microsoft’s technology and expertise in order to become a direct competitor in the future. “As I was saying, OpenAI will compete directly with Microsoft.” His statement relates to a post where OpenAI CEO Sam Altman says he dreads reading messages on Slack because they create “a lot of fake work.” Altman says he’s looking for a new type of AI agent that would solve…