Best AI Market Sentiment Newsletters in 2026
NewsletterFIT tracks 3 newsletters that cover AI market sentiment as a primary topic, all with posts in the last 90 days. By publicly shown subscriber count, the largest are David Cahn's Substack (3K) and The Disruptive Investor (1K).
Updated Nov 11, 2026 · sorted by publicly shown subscribers · methodology
- 1David Cahn's Substack3K subscribers
SubstackMonthly or less · last post 23 days ago
From recent posts: David Cahn's Substack publishes weekly essays on AI market dynamics, venture capital trends, and Silicon Valley culture, targeting investors and founders navigating the current startup landscape. The content frequently…
Likely audience: Venture capitalists
- 2The Disruptive Investor1K subscribers
SubstackSeveral times a week · last post 7 days ago
From recent posts: The article discusses market volatility in AI stocks following a recent sell-off, citing Goldman Sachs' view that the market has overreacted to fear. It introduces SCORE-7, a systematic equity rotation strategy based on…
Likely audience: Active traders
- 3
SubstackSeveral times a week · last post 5 days ago
Global macro views from a trader with over two decades of institutional trading experience. Multiplied initial capital by 1000x with 100% skin in the game. Readers include hedge funds, banks, independent traders, and…
Likely audience: Portfolio managers
Latest posts from these newsletters
- AI Carnage…Fidenza Macro
- Darkest Before…The Disruptive Investor
- The impact…Fidenza Macro
- Four Buy…The Disruptive Investor
- The Market…The Disruptive Investor
- Slowdown in…Fidenza Macro
- The Biggest…The Disruptive Investor
- Microsoft and…The Disruptive Investor