Banking titan Goldman Sachs warns that a sharp turn in the AI trade could be the catalyst that finally breaks the S&P 500’s bull market. In a new episode of the bank’s This Is the Markets podcast, Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman’s Global Banking & Markets division, says the market’s gains have become dangerously concentrated in AI-linked stocks. According to Tuteja, the S&P 500’s multi-year bull market could come to a screeching halt if investors sniff out that the massive AI spending is failing to deliver solid returns. “If you take a look…
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.
Harvard Business Review (HBR) says generative AI tools have consistently intensified work rather than reducing it, even when AI use was not required by management. In an eight-month study involving a US-based technology company with about 200 employees, researchers found that workers began moving faster, taking on broader responsibilities and extending work into more hours of the day, often without being asked to do so. Employees reported that AI made “doing more” feel possible, accessible and in many cases, intrinsically rewarding. One major shift involves task expansion. According to the researchers, generative AI’s ability to fill knowledge gaps and provide…
A Chicago-area man lost tens of thousands of dollars after building what he believed was a real romantic relationship, only to learn the person he spoke with daily never existed. The victim, who asked to be identified only as Grant Trust, says he met “Kay” on Facebook Dating in 2024 and quickly formed an emotional bond, Fox News reports. Grant says he communicated with Kay every day for months through messages, voice calls and FaceTime conversations that appeared completely real. Grant says the relationship felt normal and trusting. He saw her face, heard her voice and believed he was talking…
A wave of departures is beginning to take shape inside Elon Musk’s artificial intelligence startup xAI, as two co-founders leave the firm just hours apart. xAI co-founder Yuhuai “Tony” Wu says he has resigned from the company, marking the latest exit among the founding team as the AI lab matures. “I resigned from xAI today. This company – and the family we became – will stay with me forever. I will deeply miss the people, the war rooms, and all those battles we have fought together. It’s time for my next chapter. It is an era with full possibilities: a…
Banking giant Morgan Stanley says American AI models are leaving their Chinese counterparts in the dust following a massive leap in capability. In a new episode of Morgan Stanley’s Thoughts on the Market podcast, the bank’s global head of thematic and sustainability research, Stephen Byrd, lays out what he calls “two worlds” forming inside the AI ecosystem. Citing the bank’s own research, Byrd says a small group of American AI developers now operates at a scale that separates them from the rest of the pack. “On LLM progress, we do think that the handful of American LLM developers that have…
Famed short-seller Michael Burry warns that Google’s potential 100-year bond offering is reminiscent of Motorola’s move nearly three decades ago. Earlier this week, reports surfaced that Google’s $15 billion bond offering drew massive investor interest as they poured in over $100 billion in orders. The tech giant is also looking to issue bonds in Swiss francs and British pounds, along with a rare 100-year note. News of the possible 100-year bond offering caught the attention of Burry, who believes that the moment deserves closer scrutiny. He points to the last major US company to issue a century bond under similar…
Binance founder Changpeng Zhao (CZ) says a new class of economic actors may soon be moving money at a scale humans never could. In a new interview with billionaire Chamath Palihapitiya, CZ says it is inevitable that AI agents will be a major participant in the economy, buying goods and services using crypto as their payment rails. “I think it’s fairly straightforward. I think it’s very clear, soon we’re going to, each of us is going to have hundreds or thousands or millions of agents working for us in the background. They will be transacting, they will be moving money around.…
Big Short investor Michael Burry believes that Palantir (PLTR) is now headed to double-digit price levels after the stock broke a crucial support level. In a new post on X, the analyst who nailed the 2008 housing market collapse shares his technical analysis of the price action of PLTR. According to Burry, Palantir has likely peaked and reversed its multi-year uptrend after moving below $150. “I am working on something PLTR.” Looking at Burry’s chart, he seems to suggest that PLTR is now in a downtrend after breaking the neckline of a head-and-shoulders pattern. The technical analysis pattern indicates that…
Billionaire investor Mark Cuban believes that filing patents will no longer protect businesses as they once did amid the proliferation of AI. In a new post on X, Cuban warns that AI is quietly turning patents from a competitive moat into a strategic liability, especially as large language models rapidly absorb public technical disclosures. According to Cuban, AI can quickly crawl web pages and soak in the new knowledge from a patent filing. “Not filing patents and using trade secrets will become more common. Why? Because the second you file your patent, every LLM is going to be able to…
Alphabet is drawing overwhelming investor demand as it heads to the bond market amid its accelerating push into AI. The Google parent has attracted more than $100 billion in orders for a bond sale expected to total about $15 billion, according to people with direct knowledge of the matter, Bloomberg reports. The level of interest ranks among the strongest ever seen for a corporate bond offering. In October 2025, Meta’s $25 billion bond offering was massively oversubscribed to the tune of $125 billion of orders. Just last week, investors piled in to place $129 billion of orders for Oracle’s unsecured…