Steve Eisman, the investor who rose to fame betting against subprime mortgages in The Big Short, says the AI trade remains the dominant force driving markets. In a new CNBC interview, Eisman says the equity market’s focus on inflation and Federal Reserve policy is secondary to the wave of capital rushing into AI. Eisman notes that while housing and employment data have been soft, the main catalyst for stocks has not changed. “I mean, the economy is pretty good. The employment situation is a little weak. The AI story continues. Nothing seems to be going to stop that, especially after…
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.
Solana (SOL) co-founder Anatoly Yakovenko is warning that the rapid pace of artificial intelligence and quantum computing could soon force Bitcoin (BTC) and other blockchains to abandon their current cryptography. In a panel discussion at the All-In Summit, the Solana co-creator says the convergence of multiple technologies has created an inflection point that could put existing signature schemes at risk. He warns that an AI-assisted quantum breakthrough that could breach Bitcoin’s cryptography is a scenario that could happen in the next few years. “I feel like 50 -50 within five years, there is a quantum breakthrough, and part of that…
Billionaire David Tepper says the current market cycle leaves little choice for major funds but to stay invested in the AI story. In a Squawk Box interview, the Appaloosa founder says he’s uneasy with valuations but still sees powerful structural drivers that make certain trades unavoidable. Tepper notes that momentum in AI stocks leaves little choice for major funds but to allocate capital to leading names in the sector. “We have a big AI book. Is there any way not to be? No… I mean, if you look at our 13F filings, I mean, we’re big in the energy names…
VanEck is placing a long-term bet on artificial intelligence, arguing that the AI trade is only in its earliest stages of growth and adoption. In a new CNBC interview, VanEck product manager Nicholas Frasse says the AI boom is a structural cycle that will take years to fully play out. According to Frasse, AI is in the early innings of a super cycle, with companies building giant data centers, known as the foundational layer. He says that the buildout will move into the application layer, where AI runs in consumer and enterprise apps. Eventually, Frasse expects AI to “move out…
Nvidia is making a multi-billion-dollar bet on its longtime rival, striking a deal with Intel to co-develop new chips for PCs and data centers in one of the most unexpected alliances in Silicon Valley. In a new press release, Nvidia says it will invest $5 billion in Intel stock at $23.28 a share, pending regulatory approval. News of the massive investment sent shares of INTC skyrocketing to as high as $33, printing gains of over 30%. The deal also gives Intel a much-needed financial boost as it struggles with market share losses and heavy spending demands, while offering Nvidia new…
Meta chief executive Mark Zuckerberg is betting the next great shift in consumer technology will come from artificial intelligence glasses, forecasting mass adoption that could rival the smartphone era. In a new interview with Rowan Cheung, Zuckerberg explains how rapid progress in AI is speeding up timelines for new devices. “Every time I think of what a milestone would be in AI, they all seem to get achieved sooner than we think.” Zuckerberg says the most important change will be the arrival of devices capable of hosting what he calls “personal superintelligence,” noting that AI glasses would be the natural…
A top credit rating agency is raising fresh concerns over Oracle’s aggressive expansion into artificial intelligence, even as the company holds on to its investment-grade status. Moody’s says it is watching closely as Oracle takes on vast new obligations tied to AI, pointing to structural risks that could weigh on the software giant in the coming years, reports Reuters. Earlier this month, Oracle shares rocketed as much as 43% in a single day, just as news broke that the cloud service provider inked a massive $300 billion deal with OpenAI. Oracle also said it expected booked revenue at its Oracle…
Groq’s chief executive says the hunger for AI inference is overwhelming, a claim that comes as the chip startup’s valuation doubled after its latest funding round. In a new Bloomberg interview, Groq CEO Jonathan Ross says its hardware aims to compete with Nvidia’s GPUs and Google’s TPUs in powering the next phase of artificial intelligence. Ross highlights that inference, running models after they’re trained, is becoming the decisive battleground. “The bottom line is that the demand for inference is insatiable. The total amount of capacity that people are trying to deploy is mind-boggling, the numbers that people are putting up,…
An investment firm overseeing $172 billion in assets warns the AI mania now looks like late-stage internet frenzy, only bigger, with spending outrunning real revenue and valuations stretched across the leaders. In a report, the Florida-based GQG Partners says the setup risks a painful comedown, even if the technology ultimately delivers consumer benefits. The firm points to dotcom bubble-era spending patterns, retail speculation, and multiples that already resemble 1999, not the earlier innings of a tech boom. “Bulls will surely argue we are in 1995, not 1999—suggesting more upside ahead—but we disagree for two key reasons. First, retail mania. The…
Jack Selby is sounding the alarm on a wave of capital rushing into artificial intelligence ventures, warning the AI frenzy is breathing life into an unprecedented bubble that could wipe out vast sums of investor money. In a Bloomberg interview, the former PayPal executive and current venture capitalist says euphoria in Silicon Valley is pushing valuations to extremes rarely seen in private markets. Selby, who is a managing partner at venture capital firm AC-VZ, compares the current frenzy to earlier speculative booms that ended with massive losses. “The euphoria that’s going on in coastal VC, especially around AI, I think…