Geopolitics Alpha

Arthur Hayes Says US Insurers Are Insolvent Over AI Debt: What if He's Right?

Published . Updated .

Arthur Hayes Says US Insurers Are Insolvent Over AI Debt: What if He's Right? CryptoRank

Directly affected

  • No company is named in this report.

Indirectly affected

  • IBIT iShares Bitcoin Trust

    This price moves with the crypto market

  • COIN Coinbase

    The crypto exchange moves with trading volumes

  • MSTR Strategy

    This company's value is tied to its bitcoin holdings

  • MARA MARA Holdings

    Bitcoin miners move with the bitcoin price

  • RIOT Riot Platforms

    Bitcoin miners move with the bitcoin price

  • HOOD Robinhood

    Retail trading apps move with crypto volumes

  • SUPX SUPERX AI TECHNOLOGY LTD

    GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ABAT AMERICAN BATTERY TECHNOLOGY

    GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ACM AECOM TECHNOLOGY CORP

    GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS

    GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
IBIT———————
COIN———————
MSTR———————
MARA———————
RIOT———————
HOOD———————
SUPX———————
ABAT———————
ACM———————
AOSL———————

Arthur Hayes Says US Insurers Are Insolvent Over AI Debt: What if He's Right? CryptoRank

Source: CryptoRank

The price since 22 Sep 2026: SuperX AI Technology (SUPX) versus the S&P 500

Since the first closing price after “Arthur Hayes Says US Insurers Are Insolvent Over AI Debt: What if He's Right?,” SuperX AI Technology (SUPX) is -2.82%. The S&P 500 fund (SPY) is -0.17% over the same days, a -2.64% difference versus the market.

SUPX
SPY

Who reported a SuperX AI Technology (SUPX) trade near this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around SuperX AI Technology (SUPX)

Companies carried with this story

  • SUPX SuperX AI Technology

    For “Arthur Hayes Says US Insurers Are Insolvent Over AI Debt: What if He's Right?,” SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence. Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ABAT American Battery Technology

    In “Arthur Hayes Says US Insurers Are Insolvent Over AI Debt: What if He's Right?,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ACM Aecom

    For “Arthur Hayes Says US Insurers Are Insolvent Over AI Debt: What if He's Right?,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AOSL Alpha & Omega Semiconductor

    Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 22 Sep 2026 story “Arthur Hayes Says US Insurers Are Insolvent Over AI Debt: What if He's Right?.” Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BBAI BigBear.ai Holdings

    For “Arthur Hayes Says US Insurers Are Insolvent Over AI Debt: What if He's Right?,” BigBear.ai Holdings (BBAI) is linked, with no stored direction, medium confidence. Reason on file: GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CHAT Roundhill Generative AI & Tech

    For “Arthur Hayes Says US Insurers Are Insolvent Over AI Debt: What if He's Right?,” Roundhill Generative AI & Tech (CHAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected CHAT as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

SuperX AI Technology (SUPX)

On 22 Sep 2026, “Arthur Hayes Says US Insurers Are Insolvent Over AI Debt: What if He's Right?” is the story that connects SuperX AI Technology (SUPX) to this story.

The link for SuperX AI Technology (SUPX) is this: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

A second company, American Battery Technology (ABAT), is listed for a different reason: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Price levels for SuperX AI Technology (SUPX)

ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. ACM traded between 56.41 and 63.73 across 20 sessions. The latest close on file is 57.99. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72.

How strong the case is around SuperX AI Technology (SUPX)

46 out of 100

“Arthur Hayes Says US Insurers Are Insolvent Over AI Debt: What if He's Right?” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.