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25 Jan 2024

There are now 7 comps in the Trillion Dollar Club again. Meta has passed the $1tn mark, and Microsoft is now worth $3tn for the 1st time ever

Note that saudi aramco is the only non-US one Source: Holger Z, Bloomberg

25 Jan 2024

BREAKING: Nvidia, $NVDA, officially hits a record market cap of $1.5 trillion and is now up 27% in 2024

Over the last 3 weeks, Nvidia has added $320 billion in market cap. Since the October 2023 low, Nvidia's market cap is up nearly $600 billion. The stock is also just 6% away from surpassing Amazon as the 5th largest public company in the world. Just 2 years ago, Nvidia had a market cap of $300 billion. Source: The Kobeissi Letter

23 Jan 2024

The world's top 5 stock markets by market-cap. It has been a one-man show by the US

Note that India is moving into 4th position Source: Bloomberg, Michel A.Arouet

21 Dec 2023

Between 2:00 and 4:00 PM ET today, the S&P 500 erased ~$600 billion of market cap

To put this in perspective, the S&P 500 added ~$600 billion of market cap over the last week. The index was up for 10 straight days but erased 5 of those daily gains in 2 hours. The volatility index, $VIX, spiked ~10% in a matter of minutes. Source: The Kobeissi Letter

18 Dec 2023

The Magnificent 7 have a higher weighting in the MSCI World Index than all of the stocks in the UK, China, France and Japan combined

Source: MSCI AllSpring Global Investments

18 Dec 2023

Quartr just created this infographic that illustrates the 12 largest luxury companies by market cap

Four fun facts: → $LVMH's market cap is 50% larger than the bottom 10 companies *combined*. → $RMS is by far the largest single-brand company on the list, 3.5x the size of $RACE for example. → Despite owning 10+ brands including iconic maisons such as Gucci, Saint Laurent, and Bottega Veneta, $KER's revenue is "only" ~€20B, compared to Hermès' >€13B. → Tiffany & Co. got acquired by LVMH during the pandemic at a $16B valuation, which would place them at #7 on this list. Source: Quartr Activate to view larger image,

12 Dec 2023

Largest US Companies by Market Cap, 1960 to Today...

Source: Charlie Bilello

11 Dec 2023

Big tech has notched over $200B in profits in 2023 so far

To see how massive they are, this comparison of their market caps vs. the private tech sector (unicorn valuations) makes it quite clear. Source: CB Insight

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