Thematic

This Week in AI (Jul 26-Aug 1): DeepSeek V4 Flash released; OpenAI cuts Luna price while Zhipu reopens GLM at higher prices

01 Aug 2026 By Ke Yan, CFA
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Abstract: We tracked AI models, infrastructure, and M&A this week as OpenAI cut Luna pricing and Chinese models kept cost pressure visible. Zhipu returned GLM Coding Plan at higher prices. DeepSeek V4 Flash, Kimi K3 and MiniMax H3 carried the model-launch week. Anthropic logged safety incidents and open-weight policy. Nvidia backed SSI and discussed OpenAI data-center financing.

SK Hynix (000660 KS) Samsung Electronics (005930 KS) MINIMAX (100 HK) XIAOMI (1810 HK) KNOWLEDGE ATLAS (2513 HK) GOLDEN EAGLE RETAIL (3308 HK) TENCENT (700 HK) ALIBABA (9988 HK) Amazon.Com (AMZN US) Alphabet Inc. Class A Common Stock (GOOGL US) Meta Platforms, Inc. Class A Common Stock (META US) Microsoft (MSFT US) Nvidia (NVDA US)

Highlighted Stocks

SK Hynix, Samsung Electronics, MINIMAX, XIAOMI, KNOWLEDGE ATLAS, GOLDEN EAGLE RETAIL, TENCENT, ALIBABA, Amazon.Com, Alphabet Inc. Class A Common Stock, Meta Platforms, Inc. Class A Common Stock, Microsoft, Nvidia

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