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People · The Kobeissi Letter · Artificial Intelligence

What The Kobeissi Letter has said about artificial intelligence

The Kobeissi Letter, a markets commentary publication. 2 statements from October 7, 2026 to October 7, 2026, each quoted word for word from the original and checked before publication. Newest first.

  1. October 7, 2026 · on X
    “BREAKING: The 'AI Big 10' now accounts for a record 42% of US stock market cap. This includes Magnificent 7 stocks as well as Broadcom, $AVGO, AMD, $AMD, and Micron, $MU. This figure has more than doubled since the 2022 bear market low. By comparison, during the 2000 Dot-Com Bubble, the Technology, Media & Telecom (TMT) sector peaked at 41%, while the Nifty Fifty peaked at 40% in the 1970s. Furthermore, Japan’s equity market bubble in the 1980s peaked at 44%. In the past, only railroad stocks have significantly…”

    Kobeissi Letter Reports AI Big 10 Accounts for Record 42% of US Market Cap →

  2. October 7, 2026 · on X
    “BREAKING: Broadcom, $AVGO, is seeking more than $50 billion in financing for OpenAI’s custom AI chip, which the firms are developing together, per WSJ. Apollo and Blackstone are among the lenders Broadcom has talked to about participating in the deal. The financing is intended to help Oracle bridge the gap between when it has to pay for the hardware and when its cloud computing revenue starts coming in.”

    Kobeissi Letter Reports Broadcom Seeks $50B+ Financing for OpenAI Chip →

Statements are reported from The Kobeissi Letter’s own public posts and appearances, quoted verbatim, checked against the original before publication, and linked to it. Inclusion is editorial and not an endorsement of any view, product, or asset. Full profile: The Kobeissi Letter. The beat: Artificial Intelligence.