According to @KobeissiLetter, AI stocks have outperformed consumer stocks by more than 20% over the last 60 days, highlighting a significant sector spread for traders to monitor (Source: @KobeissiLetter on X, Nov 2, 2025). The same source reports that annual AI investment now exceeds $1 trillion, underscoring sustained capital flows into AI-related equities (Source: @KobeissiLetter on X, Nov 2, 2025). The source also states that US car repossessions have returned to 2009 levels, signaling household stress alongside equity market divergence (Source: @KobeissiLetter on X, Nov 2, 2025). The source characterizes this as a two-speed US economy—rich versus poor—with AI as the key lifeline driving returns (Source: @KobeissiLetter on X, Nov 2, 2025). For trading purposes, the reported 20%+ 60-day outperformance offers a concrete relative-strength metric between AI and consumer sectors to guide allocation and risk controls (Source: @KobeissiLetter on X, Nov 2, 2025). No direct cryptocurrency market impact was cited by the source (Source: @KobeissiLetter on X, Nov 2, 2025).

According to @business, Capital Group is favoring international equities over U.S. peers, citing opportunities created by corporate governance reforms in countries like Japan. According to @business, the firm’s stance highlights Japan as a key beneficiary within non-U.S. markets due to ongoing governance improvements. According to @business, this update pertains to equity allocation preferences and does not reference any direct cryptocurrency market impact.