AI stocks have outperformed consumer stocks by over 20% in the last 60 days, according to a report by Marcus Johnson in the Kobeissi Letter. During this period, investment in artificial intelligence has surpassed $1 trillion annually.
In contrast, car repossessions in the United States have reached levels comparable to those seen in 2009, with reports indicating a significant increase. This trend highlights a growing divide in the U.S. economy, characterized by a stark contrast between the wealthy and the poor.
As previously reported, the economic landscape is shifting, with AI spending contributing significantly to overall economic growth. For instance, AI spending accounted for 63% of U.S. GDP growth in the first half of 2025. This data underscores the critical role of AI in the current economic environment.
For more information on related developments, see the article on car repossessions reaching 1.73 million in 2024.
![[Video] Scott Bessent: U.S. economy partially in recession, wealth gains uneven](/_next/image?url=%2Fapi%2Fimage%2Fthumbnails%2Fthumbnail-1762111854717-0q6nah-thumbnail.jpg&w=3840&q=75)
