Fundstrat

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// recent coverage 2 mentions

15:37

2026-07-17

machinebrief.com

artificial-intelligence

The next DeepSeek? A surprise AI breakthrough in China is rattling US market heavyweights.

Chinese startup Moonshot released Kimi K3, an AI model that rivals advanced US models despite using fewer chips, sparking a sell-off in US tech stocks and pushing the Philadelphia Semiconductor Index …

15:57

2026-07-09

finance.yahoo.com

artificial-intelligence

Fundstrat’s Tom Lee: AI Is a Once in a Lifetime Story – Why Easing Inflation in H2 2026 Could Fuel the Next Rally

Fundstrat's Tom Lee called AI a once-in-a-lifetime investment opportunity, predicting that easing inflation in the second half of 2026 could fuel the next market rally.…

// co-occurs with top 8 entities

Tom Lee 1 Moonshot 1 Kimi K3 1 OpenAI 1 Anthropic 1 DeepSeek 1 JPMorgan 1 Siebert Financial 1