According to the source, OpenAI completed a $6.6 billion employee share sale at a $500 billion valuation, making it the world’s most valuable private company ahead of SpaceX; the source characterizes the milestone as underscoring strong investor demand for artificial intelligence. Source: the source. According to the source, this surge in AI investor interest is a sentiment catalyst traders may monitor across AI-linked equities and digital assets, with attention to liquidity and volatility in AI-themes. Source: the source.

According to @KobeissiLetter, software and technology investment added over 1 percentage point to US real GDP growth for the first time on record, and the contribution has doubled over recent quarters, source: @KobeissiLetter. The contribution now exceeds the 1998 Dot-Com peak, while the sector later became the biggest drag on GDP during the 2001 recession, source: @KobeissiLetter. Deutsche Bank estimates that without technology spending, the US economy would have been close to, or in, a recession, source: Deutsche Bank via @KobeissiLetter. The AI boom is identified as the primary driver of this growth, source: @KobeissiLetter. For trading, monitor the sustainability of tech-investment contribution and signs of AI capex deceleration given the 2001 precedent, source: @KobeissiLetter.

According to @KobeissiLetter, Microsoft (MSFT) and Meta (META) achieved an extraordinary combined increase of $550 billion in market capitalization since 4 PM ET yesterday. This surge surpasses the entire market cap of Costco by $140 billion and exceeds Netflix's valuation by $50 billion. The rapid growth highlights the early-stage momentum of the AI sector and signals increased investor confidence in tech-driven innovation. For crypto traders, this massive value influx into AI stocks underscores the growing correlation between AI advancements and digital asset sentiment, with potential spillover effects driving renewed bullishness across leading cryptocurrencies. Source: @KobeissiLetter.

According to Evan (@StockMKTNewz) on Twitter, ASML has unveiled its latest $400 million HIGH NA chipmaking machine, which is larger than a double decker bus and weighs as much as two Airbus A320s. The machine took 250 engineers six months to install the first unit, and ASML states it is essential for chipmakers looking to capitalize on the AI boom (source: CNBC via @StockMKTNewz, May 22, 2025). This development is critical for traders as the increased chipmaking capacity is expected to accelerate AI hardware production, driving demand for high-performance computing and blockchain infrastructure, which could positively impact the cryptocurrency market through faster transaction processing and enhanced mining capabilities.

According to Eric Balchunas, a recent Bloomberg article raises the question of whether the AI boom could lead to a stock market collapse akin to the dot-com bubble. However, Balchunas notes that the companies today are financially stable, which weakens the premise of an impending collapse.