A senior JPMorgan strategist says investors should watch one key metric to determine whether the AI boom is entering dangerous territory. In a new CNBC interview, Monica DiCenso, head of global investment opportunities at JPMorgan Private Bank, says her team is closely monitoring corporate balance sheets as AI spending accelerates across the market. DiCenso says, for now, she doesn’t think that AI is in bubble territory as companies use free cash flows to fund projects. But she notes her stance will change once tech giants begin to take on debt to support the AI buildout. “So when you look 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.
A top Morgan Stanley strategist says the stock market remains in bullish territory but warns a wave of speculative trading could test its strength. In a new CNBC interview, Andrew Slimmon, senior portfolio manager at Morgan Stanley, says the market’s resilience is underpinned by favorable monetary and fiscal policy. But Slimmon notes that speculation in stocks in high-risk sectors is pointing to potential excess building beneath the surface. “But I think it’s too premature to say this is 1999. But to be clear, that is the number one thing that worries me. I am worried about the speculative stocks are…
Venture Capitalist Chris Burniske warns that the massive crypto collapse on October 10th has destroyed risk-taking appetite in digital assets. In a thread on X, the partner at VC firm Placeholder says the violent downturn over a week ago, which wiped roughly $19 billion in market capitalization, has fractured sentiment in crypto and will take time to repair. He says the event is a structural break in confidence rather than a routine correction, citing the difficulty of reestablishing buying momentum after such an abrupt collapse. “Increasingly convinced last Friday’s massacre broke crypto for a while – hard to quickly develop…
The White House’s top technology official says AI is now powering a major share of America’s strong economic expansion. In a new post on X, crypto and AI czar David Sacks says artificial intelligence is responsible for nearly half of the nation’s current growth. “GDP growth is currently an outstanding 3.9%, and AI is 40% of that. It’s easy for politicians to posture and grandstand by beating up on tech. But the real question is whether they want 4% growth rates or 2% growth rates.” Data from the U.S. Bureau of Economic Analysis shows that the US economy grew by…
Banking titan Goldman Sachs names several reasons why the S&P 500 is not in danger of a massive collapse amid bubble calls. In a new episode of The Markets podcast, Mike Washington of Goldman Sachs’ Global Banking & Markets says the market may be frothy but not in bubble territory. He warns that the S&P 500 may pull back in the near term but notes that a major drawdown is not in sight. “Do I feel that there’s froth in our system right now? Do I feel that a 5 to 8% pullback probably makes sense at least in the…
Popular technical analyst John Bollinger believes that Ethereum (ETH) and Solana (SOL) are poised to mount a big recovery. In a new post on X, Bollinger, the creator of the Bollinger Bands technical analysis tool, says that both ETH and SOL are flashing a major bullish reversal signal. “Potential ‘W’ bottoms in Bollinger Band terms in ETHUSD and SOLUSD, but not in BTCUSD. Gonna be time to pay attention soon, I think.” A W bottom is a technical analysis pattern, suggesting that buyers are stepping in to create a durable price floor for an asset. Meanwhile, traders use the Bollinger…
Tech titan Microsoft has given OpenAI the green light to ink deals with rival cloud providers after questioning the ChatGPT creator’s ability to generate returns in the event of a server overbuild. In January of 2023, Microsoft committed $10 billion to OpenAI to become its exclusive cloud provider through the end of the decade in exchange for shares in revenue and future profits, reports The Information. But the relationship eventually hit a snag as OpenAI pressed Microsoft to supply the capacity it needed to feed the ChatGPT creator’s growing demand for compute. But Microsoft faced challenges in building new data…
A macroeconomics expert warns that the massive AI-driven capital raise in the US has now become the largest bubble in recent history, threatening to demolish the current financial order. In an investor note, Julien Garran, a researcher and partner at the UK firm MacroStrategy Partnership, says investments in AI, housing, venture capital and crypto are now 17 times larger than the dot-com frenzy and 4 times the 2008 real estate bubble. He warns that the size of the “capital misallocation” could spark a major catastrophe and change the financial world as we know it. “Make no mistake, I think that…
An ex-White House economic advisor says the current AI bubble is flashing signs of excess and could trigger a massive loss of household wealth if it bursts. In a new CNBC interview, Jared Bernstein, who chaired the Council of Economic Advisers under President Biden, warns that AI valuations have climbed beyond even the speculative excesses of the late-1990s dot-com era. He highlights that the AI industry now accounts for a sizeable chunk of the US economy. “The problem with bubbles is it’s hard to know if they’re really what you think they are until it’s too late. But there are…
Nvidia CEO Jensen Huang says the next evolution of work will blur the line between human employees and artificial ones, and that the companies adapting fastest will be the ones that learn to manage both. Speaking at the Citadel Securities Future Of Global Markets 2025 event, Huang says every organization will eventually need to train and “onboard” its own digital workforce, a process that mirrors how companies currently bring in new hires. “The fact of the matter is we take pride in onboarding employees. And how the method by which you do so, the culture by which you bring them…