One of Wall Street’s most bullish strategists says the US stock market is nowhere near an AI bubble. In a new interview with Anthony Pompliano, Lee compares today’s AI-driven optimism to the late-1990s dot-com era, saying the fundamentals don’t support bubble talk. According to the market strategist, AI stocks may actually be undervalued at current levels. “If we’re measuring bubbles, based on like risk reward, we’re pretty far from it. Because in 1998, September, which is similar to today because the Fed was on pause, and then they started cutting again, September 98. Cisco, which was the biggest company at…
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.
The US government’s nearly $9 billion investment in Intel is paying off in a big way in just a few months, as INTC continues to soar following a strong Q3 2025 performance. In a new press release, Intel says its third-quarter revenue stands at $13.7 billion, beating Wall Street estimates of $13.65 billion. The firm’s Q3 adjusted gross margin sits at 40%, up 22 percentage points from the same period a year ago and shattering projections of 36.1%. Meanwhile, adjusted earnings per share are $0.23, well above expectations of $0.01. Intel CEO Lip-Bu Tan says the AI boom is creating…
A top technical strategist at Fundstrat believes Tesla’s (TSLA) next breakout could unleash a powerful rally into year-end if one critical price level gives way. Mark Newton, Fundstrat’s head of technical strategy, says the stock remains structurally bullish and is poised to accelerate once it clears resistance at all-time highs. Should TSLA shatter the $488 price level, Newton believes that the stock will generate bullish momentum that could propel it into uncharted territory. “Thereafter, a move to new all-time highs happens, which results in an acceleration that could carry TSLA north of $600. Thus, I remain quite bullish on TSLA…
A new financing push is underway to build some of the largest data centers in the world in an effort to support OpenAI’s massive Stargate project. JPMorgan Chase and Mitsubishi UFJ Financial Group are leading a $38 billion debt sale that will fund two massive data center projects in Texas and Wisconsin, Bloomberg reports. The facilities, developed by Vantage Data Centers and used by Oracle, will supply computing power to the $500 billion Stargate initiative, an AI infrastructure program designed to support OpenAI’s future models. Sources familiar with the matter say the package is split across two senior secured credit…
Anthropic gears up for its next leap in compute power through an expanded partnership with Google Cloud. In a new press release, Anthropic says it struck a deal with Google Cloud to access up to one million TPU chips, hardware worth tens of billions of dollars. The company says the deal will provide “well over a gigawatt of capacity” coming online in 2026, enough to train and serve the next generations of its Claude models. This partnership builds on Anthropic’s earlier 2023 collaboration with Google Cloud, which already powers Claude models through Vertex AI and the Google Cloud Marketplace. Thousands…
A prominent venture capitalist dismisses AI bubble talks, arguing that current valuations bear little resemblance to the excesses of the dot-com era. In a new post on X, Menlo Ventures executive Deedy Das cites data from the Coatue Oct 2025 State of AI Report to show that the AI trade is less than half of the multiples witnessed during the late 1990s dot-com bubble. “Multiples (P/E) are nowhere near the .com level.” Looking at the chart, the Nasdaq’s price-to-earnings multiple appears to have soared to 89x by 1999. In comparison, the same measure clocks in at 28x today. Turning to…
A new survey of AI users reveals explosive growth in paid adoption and deep personal investment in generative tools, signaling a new phase of mass-market monetization. The State of AI Report 2025, produced by investor Nathan Benaich and Air Street Capital, ran an online survey of AI usage habits with 1,183 participants between July 2 and September 27, 2025. Results of the survey show that more than 95% of survey respondents use AI at work and in their personal lives, with 76% paying for the service out of their own pockets. “In a vote for the usefulness of AI tools,…
Wells Fargo’s chief equity strategist says the setup for US equities is shifting, with artificial intelligence earnings and two major macro events poised to tilt sentiment to the upside. In a new CNBC interview, Ohsung Kwon, the bank’s top strategist, believes next week could deliver a rebound in risk appetite as hyperscaler results return to the spotlight. But in the short term, he notes that market moves may still depend on inflation data. “I do think the risk is skewed to the upside, though, for the equity market, because I think heading into this week, I think the setup this…
Tesla CEO Elon Musk says he needs more voting power to influence the company’s next phase of AI expansion, one that could unlock an “infinite money glitch.” Speaking at Tesla’s Q3 2025 earnings call, Musk says his desire for greater voting control is tied to the coming wave of Optimus humanoid robots, a program he claims could redefine global productivity and wealth creation. Musk says greater voting power will allow him to maintain authority over the production of a “robot army” capable of producing economic output far beyond human labor. “So you’re trying to make 1 million or something per…
Legendary short-seller Jim Chanos is sounding the alarm on a growing Wall Street trend that echoes one of history’s most infamous corporate collapses. In a new Bloomberg interview, the veteran investor says some of the biggest beneficiaries of the AI boom, including Nvidia and Microsoft, are using financial structures reminiscent of those that helped fuel the Enron disaster over two decades ago. Chanos says he’s growing uneasy about the rise of so-called special purpose vehicles, or SPVs. “One of the things that has caught my eye that is concerning now is we’re starting to see the advent of so-called SPVs,…