Thematic

This Week in AI (Jun 8-14): Claude's Fable 5 launched, jailbreaked, export banned; GLM-5.2 and Kimi 2.7 launches

14 Jun 2026 By Ke Yan, CFA, FRM
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Abstract: We tracked AI models, infrastructure, and M&A this week: Fable 5 launched, then Anthropic suspended foreign access after a jailbreak claim. China labs answered with GLM-5.2, Kimi K2.7-Code, MiniMax M3, Tencent's WeChat AI beta, and Xiaomi developer tools. Moonshot sought a $30bn valuation, Mistral pursued funding, and OpenRouter showed 44.7T weekly tokens with Anthropic leading estimated revenue.

MINIMAX-WP (100 HK) XIAOMI (1810 HK) KNOWLEDGE ATLAS (2513 HK) TENCENT (700 HK) ALIBABA (9988 HK) Alphabet Inc. Class A Common Stock (GOOGL US) Microsoft (MSFT US) Nvidia (NVDA US)

Highlighted Stocks

MINIMAX-WP, XIAOMI, KNOWLEDGE ATLAS, TENCENT, ALIBABA, Alphabet Inc. Class A Common Stock, Microsoft, Nvidia

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