Google, Meta, Amazon and three other Big Tech firms have announced hundreds of billions of dollars in capital expenditure (CapEx) this year. The latest earnings season reveals that mega-cap tech firms are looking to pour about $655 billion into AI in 2026, led by Amazon’s eye-popping $200 billion CapEx guidance. Google follows suit, allocating around $180 billion to CapEx, and Meta’s next in line with $122 billion. Microsoft projects $105 to $120 billion, Tesla forecasts CapEx exceeding $20 billion and Apple sees the figure at $13 billion. Nvidia CEO Jensen Huang says the massive hyperscaler CapEx allocation this year is…
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.
Robinhood CEO Vlad Tenev warns that AI job loss fears could ignite a social upheaval if ordinary Americans continue to be left out. In a new interview on the Full Send Podcast, Tenev says one of his biggest concerns is that AI lacks the kind of broad public ownership that helped crypto survive regulatory and political pushback. According to Tenev, Big Tech could take a page or two from crypto’s playbook, an industry that shelled out funds and voted to help Trump win the US election against Kamala Harris. “My biggest worry is that the people aren’t behind it. Whenever…
Big Tech stocks hit by fears over massive AI spending could be setting up a buying opportunity, according to former Goldman Sachs Asset Management CIO Gary Black. In a new post on X, Black says investors may be overreacting to eye-popping capital expenditure forecasts for 2026 to the tune of $655 billion. Black notes that early-year spending plans often look scarier than they end up being. “I see a buying opportunity in Big Tech names that have been hammered because of outsized 2026 CapEx forecasts. Now is the beginning of the year, and CapEx budgets always start high and then…
Fundstrat head of research Tom Lee says he’s not concerned about Ethereum’s (ETH) price action despite plunging over 60% from its all-time high of around $4,900. In a new CNBC interview, Lee says historical price action shows that Ethereum has never failed to recover after major market meltdowns. He says Ethereum has proven bears and disbelievers wrong time and time again. “And just in the last eight years, Ethereum’s had seven drawdowns of 60% or more. The good news is that seven of those were all V-shaped recoveries. So we had a waterfall decline. We have cryptos bottoming now, which…
Nvidia CEO Jensen Huang says one company is ahead of the pack when it comes to extracting value from AI that translates to real-world earnings. In a new CNBC interview, Huang says Meta’s shift from traditional recommendation systems to generative, agent-based AI has fundamentally changed how its platforms operate and monetize. He explains that Meta’s AI evolution goes far beyond incremental upgrades, marking a structural change in how content, ads and recommendations are created and delivered. “Nobody uses AI better than Meta. And so if you look at the way that they’re using AI, AI went from a classical recommender…
Elon Musk is sounding the alarm that the United States is heading toward financial collapse without radical tech advances. In a new interview with Dwarkesh Patel, the Tesla and SpaceX CEO says the scale of the country’s debt problem has reached a point where traditional fixes no longer matter. According to Musk, the US now needs to rely on AI and innovation to grow its economy fast enough to service its record-high $38.56 trillion national debt. “I think in the absence of AI and robotics, we’re actually totally screwed because the national debt is piling up like crazy. Now, our…
Wedbush analyst Dan Ives says the sell-off in software stocks has now reached extremes that make little fundamental sense. In a new interview with TheStreet, Ives says investors are treating AI as an existential threat to software companies, rather than a temporary disruption that will ultimately strengthen the winners. He notes that current valuations already assume severe and unrealistic damage to leading software franchises. “I’d say, is AI a near-term headwind for software? Yes. Is AI structurally ruining the sector? No. Essentially, baked into some of these valuations, you have to assume Salesforce loses 10–15% of its customer base. You…
Wall Street investors are increasingly weaving artificial intelligence into their daily workflows, with new survey data showing AI is now shaping everything from earnings analysis to the search for fresh investment ideas. According to a Brunswick Group survey of 100 US institutional active equity investors conducted between November 20th and December 4th, 2025, more than half of respondents said AI is important to their investment research process. Specifically, 54% described AI as highly or very important when conducting research on companies and new opportunities. The shift is already changing how investors approach one of their core tasks. The survey found…
A prominent outplacement services firm says US employers have opened the year with a sharp jump in job cuts, further weakening an already soft labor market. In its latest report, Challenger, Gray & Christmas says US-based companies announced 108,435 job cuts in January, a 118% increase from the same month last year and a 205% jump from December. The figure marks the highest January total since 2009, during the depths of the financial crisis, and the largest monthly figure since October 2025. Says the firm’s chief revenue officer, Andy Challenger, “Generally, we see a high number of job cuts in…
Rich Dad Poor Dad author Robert Kiyosaki says he’s waiting for gold and silver to bottom out before deploying fresh capital. In a new post on X, the personal finance guru highlights that the real investment gains are made when assets are bought, not when they are sold. Kiyosaki notes that while gold, silver and Bitcoin have been plummeting as of late, he’s remaining on the sidelines to wait for better prices. “I stopped buying silver at $60. I stopped buying Bitcoin at $6,000. I stopped buying gold at $300. I have sold some Bitcoin and some gold. I hate…