BREAKING: The "AI Big 10" now accounts for a record 42% of US stock market cap.
— The Kobeissi Letter (@KobeissiLetter) October 8, 2026
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… pic.twitter.com/F9QzpRkeus
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