Thematic

This Week in AI (Jun 29-Jul 5): Fable 5 returns after GPT-5.6 preview; Meta sells compute

06 Jul 2026 By Ke Yan, CFA
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Abstract: We tracked AI models, infrastructure, and M&A this week as Fable 5 returned while GPT-5.6 remained a restricted preview. Meta's reported compute-sale plan hit memory stocks, and Microsoft launched an internal enterprise AI deployment unit. Kuaishou raised for Kling AI, Baidu's Kunlunxin targeted an HK IPO, and OpenRouter revenue stayed Anthropic-led.

SK Hynix (000660 KS) Samsung Electronics (005930 KS) MINIMAX (100 HK) Kuaishou (1024 HK) KNOWLEDGE ATLAS (2513 HK) TENCENT (700 HK) BIDU (9888 HK) ALIBABA (9988 HK) 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, Kuaishou, KNOWLEDGE ATLAS, TENCENT, BIDU, ALIBABA, Alphabet Inc. Class A Common Stock, Meta Platforms, Inc. Class A Common Stock, Microsoft, Nvidia

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