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AI boom in Newsletters: September 2026

In September 2026, AI boom came up in 16 newsletters across 19 issues, up from 9 newsletters in August. Most coverage came from QTR’s Fringe Finance, AI Supremacy and Trader Ferg. The busiest day was Sep 1, with 4 mentions.

16
Newsletters
+78% vs August
19
Issues
20
Mentions
#369
of 2,710 topics this month

Daily mentions

Sep 1Sep 30

Headlines mentioning AI boom

Bond markets are now funding the AI boom. History tells us that's a warning sign
Basis Points · Sep 22
AI is cooking with gas
Important, Not Important · Sep 28
A Japanese AI Beneficiary for 2.8x FCF
Deep-Value Stocks · Sep 28
🔮 The pros and cons of collective AI #603
Exponential View · Sep 27
Where Are Google and Apple?
Emerging Moats Research · Sep 26
Don’t Fall For It, Nothing Has Changed
QTR’s Fringe Finance · Sep 25
US Treasury Yields
Markus' Academy · Sep 24
SHORT SELLING IS HARD
Capital Flows and Asset Markets · Sep 24
Sandisk $SNDK: Agentic AI Will Change the Storage Game
The Latte · Sep 23
11 Charts the AI Industry Doesn’t Want You to See (pt. 2)
The Algorithmic Bridge · Sep 21

Newsletters covering AI boom in Sep

QTR’s Fringe Finance3 issuesAI Supremacy 2 issuesTrader Ferg1 issueHow They Make Money1 issueImportant, Not Important1 issueBasis Points1 issueDeep-Value Stocks1 issueMarkus' Academy1 issueThe Latte1 issueEmerging Moats Research1 issueExponential View1 issueInterconnects AI1 issueThe Field of 68 Daily1 issueThe Algorithmic Bridge1 issueAI Secret1 issueCapital Flows and Asset Markets1 issue

Covered alongside AI boom in Sep

OpenAI
5 shared issues
Data centers
4 shared issues
AI Infrastructure
4 shared issues
Hyperscalers
3 shared issues
Amazon
2 shared issues
Market Cap
2 shared issues
AI bubble
2 shared issues
AI agents
2 shared issues
Gemini
2 shared issues
Oracle
2 shared issues
Nvidia
2 shared issues
Sandisk
2 shared issues

AI boom month by month

October 2026 · 5September 2026August 2026 · 9July 2026 · 15June 2026 · 13May 2026 · 7February 2026 · 1December 2025 · 1

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AI boom trend overview ·Top topics in September 2026 ·Top topics in August ·Trending now