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The Kobeissi Letter

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Situations

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AI-driven market highs persist amid systemic risk warnings

261 clusters · 827 sources · last updated

Latest: Barclays raises S&P 500 year-end target on tech strength

The AI-driven market rally has reached new historic milestones, with the S&P 500 and Nasdaq achieving record highs and the Dow Jones Industrial Average crossing 54,000. This momentum is fueled by robust corporate earning

[QUIET] [BUSINESS] [US]

US ETF market on track for record annual launches

3 clusters · 7 sources · last updated

Latest: U.S. ETF market on track for record 1,470 launches in 2026

In late July 2026, the U.S. exchange-traded fund (ETF) industry continued a rapid expansion. By July 27, 868 new ETFs had been launched, with single-stock and artificial-intelligence funds leading the surge. Large produc