China Just Dropped Kimi K3. The Chip Selloff Is Not Over.
Monetary Elite A 2.8 trillion parameter model just triggered the second DeepSeek moment in 18 months.
July 18, 2026
Vertex Just Spent $10 Billion. August 3 Is When It Has to Justify It.
A $10B Crinetics deal, a fifth commercial pillar, and Q2 earnings that will define the acquisition thesis.