CHINA AI: Moonshot's Kimi K3 Just Spoiled the Semiconductor Party !!
Moonshot unveiled its Kimi K3 AI model, which rivals the top US frontier models in intelligence at a fraction of the run cost. Kimi K3 ranks third...
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Data Centers: The Trillion-Dollar Build-Out Investors Can't Ignore
Global data center capacity set to nearly double by 2030, with power constraints posing key risks as electricity demand also doubles. Hyperscalers...
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KTX Tactical DR Picks - July 10, 2026 (Eng.)
There have been no changes to the KTX Tactical DR Portfolio today. Our KTX Tactical DR Portfolio delivered an average return of +1.87%, driven by...
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KTX Investment Outlook 3Q26: The Broken Backbone of Global Liquidity
We believe the recent rally in US equities, particularly Al-related stocks, has masked signs of tightening global liquidity. Against this...
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This Week in AI (Jun 29-Jul 5): Fable 5 Returns After GPT-5.6 Preview; Meta Sells Compute
This week in AI: Fable 5 returned after GPT-5.6 preview; Meta may sell excess compute; Anthropic led OpenRouter revenue at 58.4%.
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