Big Short investor Michael Burry says a new feature of the AI bubble is emerging as the OpenAI complex grabs headlines on funding issues. In a new Substack post, Burry says times are changing as Nvidia and its CEO Jensen Huang walk back the widely reported $100 billion investment in OpenAI. “Just this past September, markets rallied on news that Nvidia would invest $100 billion in OpenAI. This was widely reported. Now, Bloomberg reports that Jen-Hsun backtracked while talking to reporters on February 1st. Jen-Hsun let the stock market’s $100 billion interpretation stand for nearly five months. There is a…
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.
Cloud computing giant Oracle is gearing up to raise tens of billions of dollars this year to meet demands from its largest customers. In a news update, Oracle says it expects to raise $45 to $50 billion this year through a combination of debt and equity financing in an effort to keep its solid investment-grade rating. The firm adds that it plans to complete a one-time issuance of about $25 billion in investment-grade senior unsecured bonds. CNBC host Jim Cramer says Oracle’s latest bond offering is “wildly oversubscribed.” “Talk of it being a new record. Price talk coming in 6.25%…
Elon Musk says SpaceX has acquired xAI as part of a plan to move large-scale artificial intelligence computing off Earth and into orbit. In a memo published on SpaceX’s website, Musk says the deal brings xAI inside SpaceX with the explicit goal of developing space-based data centers powered by constant solar energy, a concept he believes is necessary to keep AI scaling without straining Earth’s power grids and infrastructure. The Information reports that SpaceX shelled out $250 billion to acquire xAI. Musk founded xAI in 2023 and is known for developing the generative AI chatbot Grok. In the memo, Musk notes…
An investor managing over $386 billion in assets says investors should be on the lookout for this year’s mega initial public offering (IPO) wave, led by SpaceX and Anthropic. In a new video update, Fisher Investments’ Ken Fisher says one of the biggest risks that he’s seeing for 2026 is the fairly large inventory of private companies looking to go public this year. According to Fisher, each company expected to get listed this year is worth tens of billions of dollars, with some valued at $200 billion or higher. “I like to refer to SpaceX as the poster child for…
Fundstrat’s Tom Lee says AI has become a monster tailwind for one tech subsector, sparking a deep corrective move since the end of 2025. In a new The Compound interview, the Wall Street veteran says the market appears to have chosen an early loser in the AI age. According to Lee, the software application subsector looks incredibly weak as it continues to decline, whether good or bad news is released. “Well, sometimes it’s easier to see the losers and not the winners. Usually it’s a signal, you know what I mean? So software, I think, is now being chosen as…
A new study finds that women tend to be more cautious about AI than men, largely because they see more risk and fewer guaranteed rewards. The research, published in the Oxford Academic journal PNAS Nexus, surveyed 3,000 people in the United States and Canada to understand how workers feel about companies using AI. Across the board, women were more likely than men to believe AI could hurt workers rather than help them. The researchers say the gap comes down to two main reasons. First, women generally view economic risks more seriously than men. Second, women are more likely to be…
An ex-Morgan Stanley managing director says the emergence of AI agents represents the evolution of Axie Infinity-style labor, putting crypto at the center of a new digital economy. In a new Substack post, Jordi Visser recalls the peak of the blockchain-based game Axie Infinity in 2022, when players earned digital tokens while playing, and those coins got exchanged for real money. Visser says back then, people hired “scholars” to scale operations and earn more tokens as a team. The market strategist says today, a similar economy is emerging with AI agents and Moltbook, a Reddit-like social network where agents can…
The chief executive of Nvidia is clarifying the chipmaker’s investment intentions for OpenAI, as the ChatGPT maker gears up for a new funding round. Over the weekend, reports emerged that talks about Nvidia’s $100 billion investment in OpenAI have stalled, as CEO Jensen Huang raised concerns about the AI giant’s business discipline. In a press interview in Taiwan, Huang said the reported concerns are “nonsense,” saying that Nvidia will make a huge investment in OpenAI. Huang added that Nvidia will “invest a great deal of money,” probably larger than the $20 billion it paid for a non-exclusive licensing agreement with…
A crypto analyst known for timely Bitcoin and altcoin calls says that two Mag 7 charts may be foreshadowing BTC rallies. Crypto strategist Benjamin Cowen, who has 1.1 million followers on X, highlights the 2024-2025 price action of Nvidia (NVDA) and Alphabet (GOOGL) and says the stocks traded within an ascending broadening wedge before breaking out and printing fresh all-time highs. According to Cowen, Bitcoin’s latest drop to around $74,000 may be a sign that BTC is following in the footsteps of NVDA and GOOGL. “This is the bull case for Bitcoin, by the way. If Bitcoin sweeps the low,…
A veteran investor who steered Fidelity Overseas Fund to achieve historic performance levels is sounding the alarm about OpenAI’s financial trajectory. In a new post on X, George Noble lays out a detailed critique of OpenAI’s spending, valuation and long-term sustainability, noting that the numbers behind the AI leader no longer resemble any conventional technology business. Noble says OpenAI is running one of the most extreme financial gambles in modern tech, as its valuation is completely detached from underlying economics. “SAM ALTMAN IS PULLING OFF THE BIGGEST THEFT IN TECH HISTORY… The actual numbers: OpenAI burned $8 billion in 2025.…