According to the source, JPMorgan reported that Bitcoin mining companies saw their market capitalization surge in September as firms pivoted to high-powered computing that serves the fast-growing artificial intelligence sector, supporting equity valuations in the space (source: JPMorgan). For traders, the source underscores AI-driven compute pivots as a key driver of miner stock performance tied to BTC exposure during September, warranting close monitoring of further capacity shifts and revenue mix updates from miners (source: JPMorgan).

According to @business, Tesla (TSLA) shares are up over 30% in September as investors rally around Elon Musk’s renewed focus on the carmaker, source: Bloomberg (@business), Sep 30, 2025. According to @business, market attention is on key third-quarter sales figures due later this week to determine whether the momentum can be sustained, source: Bloomberg (@business), Sep 30, 2025.

According to The Kobeissi Letter, leveraged ETFs have seen $7.0 billion in net outflows month-to-date, the largest such outflow in data going back to 2019 (source: The Kobeissi Letter). The Kobeissi Letter reports that the 3x long Semiconductors ETF, SOXL, accounted for $2.4 billion of those outflows, the second-largest in four years and the fifth consecutive monthly outflow for the fund (source: The Kobeissi Letter). The Kobeissi Letter adds that this comes after SOXL rallied 31% in September and characterizes the withdrawals as retail investors cashing in gains (source: The Kobeissi Letter). The source did not reference cryptocurrency or digital asset markets (source: The Kobeissi Letter).