Thematic

This Week in AI (Oct 4-10): Haiku 5.5's throat-cutting prices; OpenAI revenue trails expectation

10 Oct 2026 By Ke Yan, CFA, FRM
← All Research ReportsMore Thematic coverage →

Abstract: Anthropic launched Claude Haiku 5.5 at up to 90% lower prices, Reflection AI unveiled its Beam open-weight model, and OpenAI's annualized revenue was below recent estimates. OpenAI rolled GPT-6 out across ChatGPT, AWS added Zhipu's GLM-5.3 to Bedrock, TSMC's third-quarter revenue rose 50.9% YoY and Samsung guided record operating profit. DeepSeek neared USD 12bn of new funding, Moonshot closed at about USD 50bn, Firmus withdrew its ASX IPO and SpaceX sought about USD 40bn of debt for Nvidia chips.

Z.AI (2513 HK) MINIMAX (100 HK) TENCENT (700 HK) BABA (9988 HK) Alphabet Inc. Class A Common Stock (GOOGL US) Microsoft (MSFT US) Nvidia (NVDA US) CATL (3750 HK) Blackrock (BLK US) JPMorgan Chase (JPM US) Bitdeer Technologies Group Class A Ordinary Shares (BTDR US) Apollo Global Management (APO US) Broadcom Inc. Common Stock (AVGO US) Oracle (ORCL US) Hon Hai Precision (2317 TT) Lumentum Holdings Inc. Common Stock (LITE US) Seagate Technology Holdings PLC Ordinary Shares (Ireland) (STX US) TDK (6762 JP) Advanced Micro Devices (AMD US) TSMC (2330 TT) GlobalFoundries Inc. Ordinary Shares (GFS US) Samsung Electronics (005930 KS) Qualcomm (QCOM US) BIREN TECH (6082 HK) SoftBank (9984 JP) SU FP (SU FP) PTC (PTC US) C.H. Robinson Worldwide (CHRW US) RXO (RXO US) Bank of America (BAC US) KUAISHOU (1024 HK) CICC (3908 HK) Goldman Sachs (GS US) UBSG SW (UBSG SW) BIDU (9888 HK)

Highlighted Stocks

Z.AI, MINIMAX, TENCENT, BABA, Alphabet Inc. Class A Common Stock, Microsoft, Nvidia, CATL, Blackrock, JPMorgan Chase, Bitdeer Technologies Group Class A Ordinary Shares, Apollo Global Management, Broadcom Inc. Common Stock, Oracle, Hon Hai Precision, Lumentum Holdings Inc. Common Stock, Seagate Technology Holdings PLC Ordinary Shares (Ireland), TDK, Advanced Micro Devices, TSMC, GlobalFoundries Inc. Ordinary Shares, Samsung Electronics, Qualcomm, BIREN TECH, SoftBank, SU FP, PTC, C.H. Robinson Worldwide, RXO, Bank of America, KUAISHOU, CICC, Goldman Sachs, UBSG SW, BIDU

About This Week in AI

A weekly digest of the developments in artificial intelligence that matter for investors: model releases and pricing, AI infrastructure financing and data centres, IPOs and funding rounds, and regulation. All issues of This Week in AI →

More from This Week in AI

Interested in the full report? Get in touch with our team.