An ex-Morgan Stanley strategist warns that links inside the AI trade could create risks across the stock market. Adam Parker, now chief executive of Trivariate Research, says multiple sectors are tied more closely to AI semiconductors than many investors realize. He highlights that holdings spread across financials, industrials, and power stocks may be less diversified than they appear. “The biggest worrisome thing I see is the correlation between, you know, what’s called the alternative asset managers, even the big three, Goldman, Morgan Stanley, JPMorgan, and let’s say industrials like Eaton and Caterpillar and obviously power, GE Vernova, Vistra, Constellation. They…
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.
OpenAI’s enterprise usage report reveals where ChatGPT is actually making its mark inside American companies. In snippets of the report shared by Andreessen Horowitz partner Olivia Moore on X, the findings point squarely to white-collar workflows, with writing and programming dominating early adoption. The data comes from the first 90 days of ChatGPT Enterprise. It breaks down usage by department and industry, showing how organizations are deploying the tool at scale. Across departments, the largest slice of activity centered on text generation. In communications departments, half of all activity involves writing and text generation. Administrative teams leaned just as heavily,…
Marc Andreessen says the fear of AI eliminating work on a massive scale is misplaced, arguing that the technology is set to expand productivity and ultimately lift jobs and incomes. In a new Cheeky Pint interview, the co-founder of venture capital firm Andreessen Horowitz (a16z) says that the AI doomsday view, where automation leaves workers behind and power concentrates into a handful of corporations, is a false narrative. Andreessen says he subscribes to the conventional view of economics, where AI is seen as a massive productivity booster, benefiting companies while also driving employment growth. “When you put a technology in…
Panda Security says a new class of AI browsers can be tricked into spending money and leaking bank account details, exposing users to fraud on a scale not yet seen. The cybersecurity firm says it tested so-called agentic browsers like Comet from Perplexity, which can automatically surf the web, fill out forms, make purchases, and manage accounts. Unlike voice assistants such as Siri or Alexa, these browsers are designed to act without explicit human approval. To test the resilience of AI browsers, researchers created scenarios that mimicked common online scams. The goal was to see whether the AI systems could…
Hemant Taneja says it will soon be obvious that AI is reshaping white-collar jobs, warning that entire categories of work are set to either disappear or change. Speaking at the Forbes 2025 Under 30 Summit, the General Catalyst chief executive, whose venture firm has backed Airbnb, Stripe, and Snap, says startups are building AI-powered companies aimed at automating office-based tasks. According to Taneja, the pace of AI transformation will meaningfully impact white-collar jobs in just a few years. “I think it’s going to become clear in five years, and I’m saying this as I look at the grassroots physics of…
OpenAI has reached a valuation of $500 billion in a deal that allows current and former employees to cash out shares, vaulting the ChatGPT maker past Elon Musk’s SpaceX. OpenAI staff sold about $6.6 billion worth of stock to investors, including Thrive Capital, SoftBank, Dragoneer, Abu Dhabi’s MGX, and T. Rowe Price, reports Bloomberg. The sale boosts OpenAI’s price tag far above the $300 billion level it commanded earlier this year in a SoftBank-led round. The milestone underscores the frenzy surrounding companies driving artificial intelligence, a sector investors believe could transform entire economies. The deal comes as Sam Altman’s company…
OpenAI’s chief executive, Sam Altman, has raised a scenario that diverges sharply from science fiction portrayals of rogue machines. In an interview with Axel Springer CEO Mathias Döpfner, Altman warns that artificial intelligence could reshape humanity without wars or consciousness. According to the OpenAI CEO, AI could take over the world even if users are simply trying to do good. “The model in some abstract sense sort of accidentally takes over the world. And you can imagine a way this happens by thinking about what’s happening with ChatGPT. So hundreds of millions of people talk to ChatGPT, soon billions, and…
JPMorgan is betting that artificial intelligence will remain a powerful tailwind for equities, joining a broader set of forces that could extend the market’s rally into 2026. In a new CNBC interview, Elyse Ausenbaugh, head of investment strategy at JPMorgan Wealth Management, says momentum in US stocks has held despite a difficult 2025 backdrop. Looking ahead, she says both the macro environment and AI infrastructure spending point to continued strength. “We do think the momentum is going to continue. I mean, when you think about the macro backdrop, obviously, it’s been a challenging 2025. But as we look ahead to…
Trillion-dollar asset manager Brookfield places one of the largest numbers yet on the AI buildout, saying that trillions in fresh capital will be required to finance the sector’s rapid expansion. Brookfield Asset Management’s chief financial officer, Hadley Peer Marshall, estimates that $7 trillion in investments is needed to fund the AI infrastructure buildout, reports Bloomberg. The projection comes as fellow asset manager Blackstone reveals a rare investment play that presents a chance for exceptional, long-term returns that may not be seen again for a very long time. In a video update, the $1.21 trillion firm estimates that up to $2…
Meta (META) is doubling down on artificial intelligence with a pair of multi-billion-dollar moves that highlight both its reliance on outside compute and its drive to build custom silicon. The company signed a $14.2 billion agreement with CoreWeave (CRWV) to lock in access to Nvidia-powered infrastructure through December 2031, with an option to extend into 2032, reports Reuters. CRWV surged 15% on the news, valuing the firm at about $60 billion. The contract gives Meta access to Nvidia’s latest GB300 systems. For the social media giant, the deal underscores its effort to strengthen the backbone behind products such as its…