Blackstone’s president Jon Gray says the investment giant is positioning across multiple industries to capture the infrastructure buildout behind artificial intelligence. Speaking at Blackstone’s 2025 CIO Symposium, Gray describes the rise of AI as a “generational change” and compares the firm’s approach to the historic suppliers of gold rush miners. He reveals two broad investment themes to ride the AI train. “Well, it starts with the picks and shovels, with things like chips and data centers and power at massive scale. This is what you need to do to make this AI a reality.” Under the AI investment umbrella, Gray…
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 leading venture capitalist says today’s artificial intelligence companies are not simply burning cash on unproven ideas, but already operate businesses with strong margins while continuing to raise money for a larger ambition. In a new CNBC interview, Hemant Taneja, chief executive at General Catalyst, says the hundreds of billions of dollars in AI capital expenditures (CapEx) will eventually flow into other areas of the economy. He predicts that the massive AI spend today is reasonable and will bear fruit in the years to come. “The AI opportunity is the energy opportunity, because there’s so much energy generation that needs…
Brian Armstrong says Bitcoin’s long-term trajectory could carry it to $1 million a coin in just a few years. In a Fox Business interview, the Coinbase CEO points to a confluence of factors he believes are reshaping demand for the world’s largest cryptocurrency. He sets the stage by contrasting the short-term volatility with what he sees as enduring structural shifts. “But I try not to get too caught up in the short-term trends. What I try to do is look at the long-term trends. And there’s a couple of big tailwinds now, which lead me to think that there’s a…
Former Bloomberg Intelligence strategist Jamie Coutts says the drivers behind Bitcoin’s (BTC) current cycle are shifting, with long-term forces like artificial intelligence set to play a decisive role. In a new post on X, the Real Vision chief crypto analyst says exchange-traded funds (ETFs) and Bitcoin treasury companies (TCs) have shaped the current cycle. While inflows from Bitcoin treasury companies have slowed, Coutts says it is not indicative of a market cycle top. “ETFs and BTC TCs have driven this cycle, but the structural bid from TCs is slowing as mNAVs compress. The weight of this market now sits more…
BlackRock says Nvidia’s massive deal with OpenAI reflects a new era where artificial intelligence infrastructure spending is no longer optional. In a new Bloomberg interview, Jay Jacobs, US head of Thematics and Active Equity ETFs at BlackRock, says Nvidia’s up to $100 billion investment in OpenAI is a move to position the chipmaker as a dominant player in a multi-year AI market cycle. “I think it’s beyond comfort. This is a necessity for some of the leading technology companies. They have a tremendous moat because they have low cost of capital. They have tremendous access to dollars, and they’re able…
Wells Fargo’s top equity strategist says artificial intelligence is powering a new bull market that still has room to run to the upside. In a new CNBC interview, Wells Fargo chief equity strategist Ohsung Kwon says the current surge in stocks is not a speculative frenzy, but the product of structural forces reshaping spending across the economy. He says today’s tech equipment spending does not justify bubble calls when compared with past cycles in technology. “I think this is an AI-led bull market, and I think this is likely to continue. First of all, it’s not a bubble. The entire…
Venture capitalist Lo Toney says OpenAI and Nvidia (NVDA) are following a path similar to Amazon’s early spending spree, a strategy that transformed the e-commerce pioneer into a $2.35 trillion company. In a CNBC interview, the Plexo Capital founder points to Amazon’s (AMZN) aggressive investment in infrastructure as a blueprint for how technology bets can look risky before becoming indispensable. He recalls how the company spent heavily on warehouses and logistics. “Amazon did spend hand over fist, and many did not understand why they were doing that, couldn’t believe they were doing that. But ultimately, that bet paid off initially…
Billionaire investor Mike Novogratz says the stock market is entering a dangerous phase as artificial intelligence lifts valuations, even as risks build. In a new Bloomberg interview, the billionaire warns that the stock market may be on the last legs of its bull cycle amid investor overexuberance. “We are in a euphoric moment in stocks, and there is a lot of excitement all around this AI theme. AI is powerful. It is going to change the way we do things. I was literally just in a meeting with my management team, talking about AI and Galaxy. And every single C-suite…
A high-stakes race for artificial intelligence infrastructure is intensifying, with Nvidia pouring billions into OpenAI and Elon Musk pledging to scale compute to levels never before seen. The chipmaker’s up to $100 billion commitment to OpenAI has reshaped expectations across Silicon Valley and Wall Street, accelerating pressure on rivals to match spending or risk falling behind. The deal involves roughly 10 gigawatts of new capacity of Nvidia systems for OpenAI that could power the needs of over eight million US households. In response, xAi founder Elon Musk says on X that his company will be the first to deliver unprecedented…
Fundstrat Global Advisors says the S&P 500 rally is being driven by a narrow force that could soon broaden as interest rates fall. In a Fox Business appearance, Mark Newton, managing director and head of technical strategy at Fundstrat, says the market has split in two since July, with one sector doing most of the heavy lifting. He also says that two AI stocks are currently driving the S&P 500 higher. “There is a really interesting phenomenon right now. We have this huge bifurcation because technology has done so well in the last month. The broader market has actually gone…