According to @KobeissiLetter, the Semiconductors Index (SOX) relative to the S&P 500 equal-weighted index reached 0.86, the highest since the 2000 dot-com bubble, source: The Kobeissi Letter on X, Oct 8, 2025. Since the 2022 bear market, this ratio has more than doubled as semiconductor stocks rallied about +202% while the equal-weighted S&P 500 increased about +48%, source: The Kobeissi Letter on X, Oct 8, 2025. For context, the ratio was around 1.3x at the 2000 peak, putting today’s 0.86 roughly 34% below that extreme, calculation based on data from The Kobeissi Letter on X, Oct 8, 2025. The post did not mention cryptocurrencies and no direct crypto market impact was specified, source: The Kobeissi Letter on X, Oct 8, 2025.

According to @WatcherGuru, Bloomberg reported that Nvidia (NVDA) will take up to a $2 billion equity stake in Elon Musk’s xAI, citing Bloomberg as the source. The post provides no additional details on timing, structure, or official confirmations from Nvidia or xAI, based on the @WatcherGuru report citing Bloomberg.

According to @business from Bloomberg on Oct 3, 2025, gold miners have outperformed AI-related chip stocks this year, making miners the better buy for investors in 2025 (source: @business/Bloomberg). This highlights a shift in performance leadership that traders can monitor when allocating between AI chip equities and precious-metals miners, according to @business. No direct cryptocurrency market impact was cited by @business.