Anthropic & OpenAI now up against Kimi K3 from China: Moonshot AI took the world’s open source frontier AI model crown this week with the release of the world’s largest open source, 2.8 trillion parameter frontier class AI model, Kimi K3. China now...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Friday 🧨: The S&P 500 fell 1.0%, the Nasdaq dropped 1.5%, the Russell 2000 lost 0.5%, and the Dow slid 0.7%. China’s cheaper Kimi K3 model pressured the AI trade, while a 4.5% crude rally left energy as...

The market sold off Friday as a cheaper Chinese AI model forced investors to question the premium attached to America’s labs, chips, and data-center buildout. Kimi K3, a new model from a Chinese startup, landed near the top of the frontier at 40%...

Today’s theme: the many twists and turns ahead in this AI Tech Wave — and they’re coming fast and furious. Three items today — Google, Apple and DoorDash — each with its own unexpected twist, each with my Take, then my Overall Take. Plus a Gadget AI on...

Strategy Stock market volatility clusters. (awealthofcommonsense.com) A look back at the seven sins of active fund management. (larryswedroe.substack.com) IPOs Just how open is the IPO window? (newcomer.co) Weakness in SpaceX ($SPCX) isn’t...

I’ve long discussed how Europe, led by the European Union (EU), has been marching to a different set of tech/AI priorities for its 450+ million residents, and 27 member states (independent countries). And despite concerns across Europe’s business...

OVERVIEW I’m Emotionally Available For Gains And Emotionally Prepared For Disappointment 😶  Here’s What’s Happening 👇️ Today’s top trending tickers: $CRO ( ▲ 2.79% ) , $ONDO ( ▼ 1.15% ) , $XRP ( ▼ 2.14% ) , $ZEC ( ▼ 3.48% ) , and $ICP ( ▼ 1.08%...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Thursday 🧊: Stocks closed lower as the S&P 500 fell 0.5%, the Nasdaq dropped 1.6%, the Dow slipped 0.2%, and small caps finished flat. Technology sank 2.2% despite nine sectors closing green, with...

Presented by The market closed lower Thursday, a smoggy day of wildfire smoke on Wall Street turned red as a mega-cap technology sell off outweighed the rest of the market. Nine sectors finished green, but technology’s -2.2% drop hit hard....

Today’s theme: the drumbeats of progress march on — one of my favorite phrases from literature. The day-to-day drumbeat of AI isn’t standing still; it keeps marching, across borders and across companies large and small. Three events make the point — TSMC,...