Thematic

This Week in AI (Sep 13-19): OpenAI delays IPO hopes; AI slowdown debate hits markets

19 Sep 2026 By Ke Yan, CFA
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Abstract: OpenAI's private funding and burn disclosures reset IPO timing, while Anthropic added Nasdaq, profitability and revenue markers ahead of listing. China labs shipped faster domestic-chip inference, cheaper multimodal pricing, coding-agent tools and Kimi distribution on AWS Bedrock. AI infrastructure financing stayed active across data centers, power equipment, custom chips, memory and startup funding.

SK Hynix (000660 KS) Samsung Electronics (005930 KS) KEPCO (015760 KS) MINIMAX (100 HK) KNOWLEDGE ATLAS (2513 HK) Kioxia (285A JP) CATL (300750 CH) TENCENT (700 HK) SoftBank (9984 JP) ALIBABA (9988 HK) Apple (AAPL US) Accenture (ACN US) Amazon.Com (AMZN US) Bank of America (BAC US) Blackstone (BX US) CLEANSPARK (CLSK US) CoreWeave, Inc. Class A Common Stock (CRWV US) GENERAC (GNRC US) Alphabet Inc. Class A Common Stock (GOOGL US) Goldman Sachs (GS US) Intel (INTC US) JPMorgan Chase (JPM US) Meta Platforms, Inc. Class A Common Stock (META US) Microsoft (MSFT US) Nvidia (NVDA US) Power Finance (POWF IN)

Highlighted Stocks

SK Hynix, Samsung Electronics, KEPCO, MINIMAX, KNOWLEDGE ATLAS, Kioxia, CATL, TENCENT, SoftBank, ALIBABA, Apple, Accenture, Amazon.Com, Bank of America, Blackstone, CLEANSPARK, CoreWeave, Inc. Class A Common Stock, GENERAC, Alphabet Inc. Class A Common Stock, Goldman Sachs, Intel, JPMorgan Chase, Meta Platforms, Inc. Class A Common Stock, Microsoft, Nvidia, Power Finance

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