Retail investors are rapidly reshaping their exposure to Big Tech, piling into AI-linked winners while backing away from Apple (AAPL), says Kobeissi Letter editor-in-chief Adam Kobeissi. In a new post, Kobeissi cites data from JPMorgan’s equity strategy and quantitative research and tells his 1.2 million X followers that retail investors have aggressively accumulated Nvidia (NVDA) and Tesla (TSLA) shares since mid-2025, while Apple has seen meaningful net outflows. The data tracks cumulative retail net purchases across the Magnificent 7 stocks plus Palantir (PLTR) from July 2025 through January 2026. “Individual Investors purchased +$15 billion of Nvidia, NVDA, stock since July…
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.
A new study published in the New England Journal of Medicine suggests that people often trust AI medical advice as much as, or more than, guidance written by human doctors, even when that advice is bogus or potentially harmful. Researchers recruited 300 participants and asked them to evaluate medical responses that were either written by licensed physicians or generated by a large language model. The AI-generated responses had been pre-labeled by doctors as either high-accuracy or low-accuracy. Participants rated each response on validity, trustworthiness and completeness, and indicated how likely they would be to follow the advice. The results show…
ARK Invest chief executive Cathie Wood says the global economy is entering a rare period of overlapping technological revolutions that could dramatically accelerate growth, even as early signs of disruption are already appearing in the labor market. In a new Bloomberg interview, Wood says the current AI cycle is fundamentally different from past innovation waves because it is not driven by a single platform, but by several powerful technologies advancing at the same time. “But today, instead of just one major platform evolving, we have five: so robotics, energy storage, AI, blockchain technology, and multi-omic sequencing in the life science…
Goldman Sachs chief executive David Solomon warns that AI is being developed and deployed at an unprecedented pace, which could shock the US labor market. In a new episode of the Goldman Sachs Exchanges Podcast, Solomon highlights that while he doesn’t see AI triggering a tsunami of layoffs, he warns that the labor market could witness further softening as the technology moves at a rapid pace. “I’m not in the job apocalypse camp. But I would say this technology is moving quickly. I don’t think this is different this time. Technology has been disrupting jobs, changing the way people work,…
YouTube CEO Neal Mohan says the platform is preparing to step up enforcement against low-quality AI-generated content as Shorts continues to scale at a pace rarely seen in media history. In an interview with YouTube liaison Rene Ritchie, Mohan says Shorts is now generating hundreds of billions of views per day, making it one of the fastest-growing formats on the platform and a major focus of investment heading into this year. “Shorts is 200 billion views a day. That continues to be an incredibly fast-growing format on YouTube, and it’s an area that you’ll see further investment from us in…
Google DeepMind chief executive Demis Hassabis says the AI industry is becoming too large, too fast, and bubble-like signals are already emerging. In a new interview with the Financial Times, Hassabis says the industry is now “very big” amid explosive consumer and enterprise demand for AI tools and models. He notes that the level of demand he’s seeing makes it difficult to argue that AI as a whole is in a speculative bubble, especially given the scale of its expected impact. “From our point of view, we’re seeing more usage than ever, incredible demand for our models and the AI…
A new Anthropic study reveals which US states are spearheading the usage of AI, specifically its chatbot Claude. In its latest Anthropic Economic Index Report, the AI startup adjusted for a state’s population, so big states don’t automatically look like they use more AI just because more people live there. For its Usage Index, the firm says US states that have a score greater than 1 are using AI more than expected, given the size of their population, while those scoring below 1 are using the tech less than expected relative to their population. At the top of the list…
OpenAI CEO Sam Altman says the ChatGPT creator’s fastest growth is now coming from its developer platform, not consumer chat products. In a series of new posts on X, Altman says OpenAI added more than $1 billion in annual recurring revenue (ARR) in just the past month from its API business alone, underscoring how quickly enterprise and developer demand is scaling. “People think of us mostly as ChatGPT, but the API team is doing amazing work!” An API (Application Programming Interface) business is a model where a firm provides access to its proprietary AI models or specialized tools through a…
Americans remain cautious about trusting AI-generated search results, particularly when it comes to news and financial information, according to new data from Statista. A Statista Consumer Insights survey of 2,000 US respondents ages 18 to 64, conducted between June and December 2025, found that only about one-third of Americans report a high level of trust in AI search results, defined as their trust ratings of eight to ten on a ten-point scale. The findings come as AI-generated answers are increasingly surfaced at the top of search engine results, meaning even users who do not actively use tools like ChatGPT, Gemini…
Musician and producer will.i.am says artificial intelligence is pushing music and culture toward a breaking point where audiences will no longer be able to tell what is human-made and what is machine-generated. Speaking in a CNBC interview, the Black Eyed Peas frontman says the media landscape has shifted from shared cultural moments to hyper-fragmentation, setting the stage for AI to blur authenticity even further. He says attention has become compressed into fleeting bursts, replacing the sustained cultural moments that once defined music cycles. “Ten years ago, we were communal. Everybody listened to MTV or the same radio station. Everything is…