BlackRock says investors chasing the AI trade should widen their focus to other powerful market themes. In a new interview with Fox Business, BlackRock head of equity ETFs Jay Jacobs says diversification remains the central rule of long-term investing, even as AI continues to dominate attention. Jacobs says investors can still benefit from the rise of AI, but warns that concentration in the Magnificent Seven stocks has left many portfolios overly exposed to a handful of names. “Getting targeted on specific themes like AI or infrastructure, which has been really supported during this kind of reshoring effort and changing supply…
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.
Robert Kiyosaki says a new financial divide is emerging between those who embrace digital assets and those who cling to what he calls “old thinking.” In a series of X posts, the personal finance guru author says traditional strategies like saving cash and investing in retirement plans are leaving people behind as inflation and technological disruption widen the wealth gap. He warns that outdated financial habits could turn today’s economic inequality into what he calls a “Grand Canyon” between rich and poor. “MY CONCERN: ‘Old Thinking vs New Thinking’ GAP between rich and poor becomes: GRAND CANYON between rich and…
A criminal network posing as South Korean actor Lee Jung-jae has defrauded a woman of hundreds of thousands of dollars in a romance scam that leveraged generative AI. Police say the scammers used manipulated images of the Squid Game star along with a fake driver’s license to deceive a woman in her 50s, leading to losses of around 500 million won, or roughly $370,000, reports The Korea Times. The romance scam is now under investigation, with authorities probing possible links to a wider criminal operation based in Cambodia. In a public statement, Lee’s agency, Artist Company, condemns the impersonation and…
A top AI researcher says the growing chorus warning of an AI bubble is detached from reality, arguing that rapid advances inside frontier labs point to something much larger on the horizon. In a new interview on the MAD Podcast, Anthropic scientist Julian Schrittwieser says progress in artificial intelligence is accelerating at a pace that many outside the lab are calling for an AI bubble. He compares public skepticism to the early stages of an exponential trend that were underestimated until they suddenly became overwhelming. “And then I started thinking about this and like, all the talk about AI bubbles…
A top strategist at Morgan Stanley says the ongoing AI investment tsunami is far stronger than previous tech booms due to one crucial factor. In a new episode of the bank’s Thoughts on the Market podcast, Andrew Sheets, head of corporate credit research at Morgan Stanley, says the AI capital expenditure (CapEx) cycle is unlike past spending sprees that rattled markets. While earlier eras of transformational technology triggered massive buildups of debt and overcapacity, Sheets says today’s AI buildout is largely financed by companies with fortress balance sheets and robust cash flow. “Two things are true. AI-related investment will be…
Billionaire investor Chamath Palihapitiya says AI isn’t the real force behind this week’s wave of US job cuts. In a new post on X, the venture capitalist says the latest round of workforce cuts, totaling roughly 21,800 across companies like Meta, Target and Nestlé, has little to do with automation. Palihapitiya, who made early bets on Facebook and Slack, said the deeper motivation may stem from a different kind of disruption, one pioneered by fellow billionaire Elon Musk. “Friend posted this in a group chat and my immediate thought was: These aren’t AI job losses. But they may very likely…
Registered investment advisors (RIAs) are facing a new wave of technology-driven threats, with data breaches and AI errors now among their top risks, according to a new industry survey. The 2025 RIA Risk Survey, conducted by brokerage firm Golsan Scruggs, surveyed 8,000 RIAs across the United States from May through August of this year to rank areas of risk from lowest (1) to highest (10). The poll finds that RIAs are most concerned about cyber/privacy data breaches, ranking it at around 8.5. As defined by Golsan Scruggs, the risk involves the theft of clients’ private information and abuse by employees…
One of America’s largest asset managers says nearly every corner of the US stock market is overpriced — except for one sector. In a new Bloomberg Technology interview, Empower chief investment officer Marta Norton says valuations across most industries now sit in the ninth and tenth deciles relative to history, a level that historically pressures three-year returns. She notes that while technology has led markets higher, its gains have spread across multiple industries, making it harder for earnings alone to drive the next leg of growth. “When we look under the hood in technology, we really see it across industries.…
The United States has emerged as one of the most targeted countries in the world as cybercriminals rapidly integrate AI into their attack tools, according to new research from Trellix. The cybersecurity firm’s CyberThreat Report: October 2025 tracked 1,221 advanced persistent threat (APT) campaigns across 121 nations and 14 sectors. Trellix finds that the US and Türkiye recorded the highest volume of detections, with the telecommunications industry among the hardest hit. “The United States represents the second-highest APT target, accounting for 23.9% of global activity. Unlike Türkiye’s telecommunications focus, US targeting demonstrates a broader sectoral distribution with technology companies bearing significant…
A new McKinsey report warns that AI could upend global banking economics, eroding profit pools by more than $100 billion if banks fail to adapt. In its Global Banking Annual Review 2025, McKinsey says agentic AI, autonomous systems capable of reasoning and action, is poised to change how consumers and institutions manage money. McKinsey says early adopters stand to capture lasting advantages, while slow movers risk watching their core revenues vanish as customers turn to digital agents that automatically optimize deposits, credit card borrowing and investments. “But AI is a double-edged sword, likely to bring cost savings as well as…