The battle for dominance in generative AI is shifting, with new data showing Google’s Gemini climbing rapidly as ChatGPT begins to lose its once unshakable grip. Google’s Gemini has more than doubled its share of generative AI traffic over the past 12 months, climbing from 6.5% to 13.7%, according to new data from Similarweb. The surge comes as ChatGPT, still the market leader by a wide margin, has seen its dominance slip. OpenAI’s share fell from 87.1% a year ago to 73.8% today, a drop of 13 points. The figures highlight a widening gap between the leader and its strongest…
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.
Goldman Sachs CEO David Solomon says artificial intelligence is reshaping the way enterprises operate, with the bank allocating billions to AI and technology investments this year. Speaking at the Italian Tech Week in Turin, Solomon says AI is accelerating the bank’s productivity, transforming coding, and expanding enterprise capacity. “I think the business of work is getting transformed by AI broadly… And so, if you think about AI, you know, AI really allows smart, talented, driven, sophisticated people to be more productive, to touch more people, to have better information at their disposal, better analysis. I mean, this is a journey…
Artificial intelligence is eroding one of cybersecurity’s most basic defenses: the ability to tell what’s real from what’s fake. In a new global survey commissioned by Yubico, researchers found that people routinely misidentify AI-generated messages, exposing companies and consumers to a surge of targeted fraud. “One of the key threats AI poses in the realm of cybersecurity is its uncanny ability to mimic human communication patterns.” The research, conducted by Talker Research between August 15 and August 27, 2025, polled 18,000 employed adults across nine countries, including the United States, the United Kingdom, Germany, France, Japan, India, Australia, Singapore, and…
Billionaire Jeff Bezos says the current wave of artificial intelligence investment has all the hallmarks of an industrial bubble, with billions chasing companies that have yet to build a product. Speaking at Italian Tech Week in Turin, the Amazon founder raises bubble concerns as he sees companies getting funded to the tune of billions of dollars based on concept alone. “Now, what the stock market does, which is when we think of bubbles, we think of valuations and market caps and things like this, and how many billions of dollars are being invested in these six people at a $20…
Apple’s latest iPhone cycle is prompting Wall Street to rethink the company’s trajectory, with Morgan Stanley signaling room for more upside. In a new client note, the bank maintains its overweight rating and raises its price target for Apple (AAPL) from $240 to $298, citing a better-than-expected start to the iPhone 17 cycle, reports Investing.com. Morgan Stanley analysts note that while the market has largely priced in early demand, there remains “a positive bias to T12M (trailing 12-month) estimates, and the early drivers of iPhone 17 strength get us more excited about the iPhone 18 cycle.” But the analysts say…
A leading Wall Street firm says the powerful rally in the AI trade still has room to run to the upside, even as valuations surge. In a new CNBC interview, Stacey Rasgon, senior US semiconductor analyst and managing director at Bernstein, says fears of a sudden stop in the AI boom may be overdone given recent earnings and forward guidance. “The worry that people would have on all these is that the music stops, like the numbers have gotten so big so quickly that, I mean, you worry about sustainability, and that’s always been the big concern. But I think…
Microsoft’s top technologist is placing OpenAI at the center of the company’s future, while acknowledging growing demand for rival Anthropic. Speaking at Italian Tech Week in Turin, Chief Technology Officer Kevin Scott compares the OpenAI partnership to Microsoft’s foundational alliances in the personal computing era. He recalls how the Intel–Microsoft alignment once defined the rise of the PC industry. “OpenAI is maybe the most important partner that Microsoft has ever had. And Microsoft is in this interesting position that we’ve had over its 50-year history a bunch of important partners. It used to be the thing that drove the entirety…
The AI mania is sweeping into startups, reshaping what employees can do and how teams are built. In a new report compiled with fintech Mercury, venture capital firm Andreessen Horowitz says the shift is hitting small firms harder than large incumbents, as AI-native companies emerge with new structures built around next-generation software. “AI is changing what skills people have, what tasks people do, and what teams look like.” The venture firm analyzed financial data from over 200,000 Mercury customers between June and August, ranking the top 50 AI-native application layer companies by spend. Unlike infrastructure providers, which reflect capacity, these…
Fidelity executive Jurrien Timmer warns that the surge in the stock market fueled by the AI boom shows similarities to the late-1990s market. In a new post on X, Fidelity’s director of global macro says the AI-driven S&P 500 surge since 2022 appears to mirror the index’s price action from 1994 to 1998 with a minor difference. According to Timmer, the stock market’s recovery following the tariff tantrum in April mirrors the S&P 500’s rally in 1998 after Long-Term Capital Management (LTCM), a highly leveraged hedge fund, failed spectacularly primarily due to global financial market turmoil. “Whether the AI boom…
OpenAI CEO Sam Altman warns that artificial intelligence could pose a threat to humanity in more ways than one. In a new interview with Axel Springer CEO Mathias Döpfner, Altman outlines how the technology, when directed by nation-states in conflict, could be turned toward devastating ends. According to Altman, AI models are designed to follow user commands, noting that someone can weaponize the tech. “AI systems do exactly what we tell them to do, but somebody is able to build one and a country, and we talked about warfare, a country that is using it to wage war is able to…