This Week in AI (Jul 12-18): Grok 4.5 and Kimi K3; Zhipu Hits $1bn ARR as Anthropic Readies IPO
This week in AI: Kimi K3 and Grok 4.5 launch; DeepSeek seeks $1.5bn; Zhipu reaches $1bn ARR as Anthropic prepares for an IPO.
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TSMC: The Next Semi Stock to Fall!
TSMC delivered Q2 net income of NT$706.6 billion (+77%YoY), a record QTR exceeding analysts' consensus by ~13%.TSMC shares have shown weakening...
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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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THE AI GOLD RUSH: Hyperscalers and Enablers
In the AI takeover of global markets, enablers are beating hyperscalers by an ever-widening margin. Hyperscalers' unprecedented capex is fueling...
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This Week in AI (Jun 1-6): Anthropic IPO Filing; Alphabet and Meta Tap Equity; MiniMax Launches M3
This Week in AI (Jun 1-6): Anthropic files for IPO; Alphabet and Meta tap equities; MiniMax launches M3 at GTP-5.5 comps.
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