#@KobeissiLetter

52 articles

Marina Lyubimova Marina Lyubimova Crypto
7 months ago

Leverage Surges to New Record in Q3 2025

Crypto loans just hit an all-time high of $73.6 billion in Q3 2025, sparking increased volatility and faster liquidations throughout the digital asset space.

Victoria Bazir Victoria Bazir Global economy
7 months ago

Global Market Cap Hits $148 Trillion in Tech-Fueled Rally

A historic surge in equity values marks one of the fastest wealth expansions on record.

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Artem Voloskovets Artem Voloskovets Artificial Intelligence
7 months ago

US Approves Microsoft to Ship Nvidia AI Chips to the UAE for the First Time

The US government has authorized Microsoft to ship Nvidia's advanced AI chips to the United Arab Emirates—a historic first.

Sergey Diakov Sergey Diakov Artificial Intelligence
7 months ago

AI Infrastructure Spending Soars as Big Tech Pushes Toward $125B in CapEx

Big Tech's AI infrastructure investments hit record highs in Q3 2025, with Meta, Alphabet, Amazon, and Microsoft collectively spending $112 billion as they race to dominate the emerging AI economy.

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Marina Lyubimova Marina Lyubimova Global economy
7 months ago

U.S. Family Health Premiums Hit Record $27,000

Average family health insurance costs in the U.S. reached nearly $27,000 in 2025 — up 6% from last year — marking three straight years of increases above inflation.

Usman Salis Usman Salis Global economy
7 months ago

82% of Americans Now Live in Recession Regions

The Kobeissi Letter reports that 82% of Americans currently live in areas facing economic recession—the highest level since 2020—even as national GDP shows growth.

Saad Ullah Saad Ullah Stocks
7 months ago

MSFT Stock Falls 5% After Strong Earnings Beat

Microsoft shares dropped over 5% despite beating Q3 2025 earnings expectations with $77.7 billion in revenue. The selloff reflects investor concerns about AI spending and stretched valuations rather than weak fundamentals.

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Saad Ullah Saad Ullah Global economy
7 months ago

US Inflation Accelerates as Goods Prices Jump

US inflation hit 2.6% year-over-year in September—the highest in two years—driven by sharp increases in durable goods and personal care items.

Marina Lyubimova Marina Lyubimova Stocks
8 months ago

NVDA Overtakes Apple as S&P 500's Largest Company

A look at how the AI chip giant now commands 8% of the index's total market cap, marking the highest single-company concentration since the 1970s.

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Saad Ullah Saad Ullah Artificial Intelligence
8 months ago

AI Deals Dominate US Venture Capital in 2025

A deep dive into how artificial intelligence captured over 60% of US venture funding, reshaping the entire investment landscape

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Saad Ullah Saad Ullah Artificial Intelligence
8 months ago

Job Openings Collapse While S&P 500 Surges After ChatGPT's Release

A striking economic divergence emerges as AI reshapes the relationship between employment and market performance

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Saad Ullah Saad Ullah Stocks
8 months ago

NVDA Stock Above $190, Becomes First $4.6 Trillion Company

NVDA closed above $190 for the first time in October 2025, hitting a record $4.6 trillion market cap after gaining $2.5 trillion since April.

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Usman Salis Usman Salis Commodities
8 months ago

Gold Hits Record Highs Amid Shutdown Fears

Gold surges past $3,800 as investors pile into safe havens while inflation persists and U.S. government shutdown risks mount.

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Saad Ullah Saad Ullah Global economy
8 months ago

Gold Futures Hit 38th Record High of 2025

Gold is on track for its best year since 1979, with futures climbing over 43% year-to-date as the Federal Reserve cuts rates and inflation remains stubbornly elevated.

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Usman Salis Usman Salis Stocks
8 months ago

NVDA Stock Falls as China Ban Hits Chip Demand

Nvidia (NVDA) shares dropped nearly 3% following reports of China's ban on domestic companies purchasing the company's advanced chips, highlighting geopolitical risks for the AI market leader.

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Saad Ullah Saad Ullah Stocks
9 months ago

NVDA Stock News: Drops on China Antitrust Probe

Nvidia (NVDA) shares declined 2.28% in pre-market trading following reports that Chinese regulators have accused the AI chipmaker of anti-monopoly violations, adding regulatory uncertainty to the stock's outlook.

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Saad Ullah Saad Ullah Stocks
9 months ago

NVDA Price Target Plunges Over 5% Despite Record $46.7B Revenue

Nvidia shares drop over 5% even as revenue hits a record \$46.7B.

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Saad Ullah Saad Ullah Global economy
9 months ago

PPI Price Outlook: Inflation Risks Rise as Philly Fed Index Hits 66.8

The Philly Fed Prices Paid Index soared to 66.8 in August, pointing to higher PPI inflation in coming months and raising fresh policy concerns.

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Usman Salis Usman Salis Stocks
9 months ago

Tech Titans Crush Small Caps: NVDA Price Target Leads Historic Market Shift

The market's biggest players are rewriting the rules of Wall Street dominance, with Nvidia (NVDA) spearheading a concentration of wealth that's never been seen before.

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Saad Ullah Saad Ullah Stocks
9 months ago

NVDA Price Target Soars as Chipmaker Makes Wall Street History with 8.2% S&P 500 Weight

Nvidia stock surges as the chipmaker hits a record 8.2% weight in the S\&P 500, marking a historic Wall Street milestone.

Image source: unsplash.com
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