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Anthony Stevens, Sonic AI
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Anthony Stevens
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Anthony Stevens
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Western companies are increasingly using Chinese AI models for common business tasks like workflow automation due to their significantly lower cost.
Expert perspective
Anthony Stevens
Jun 9
OpenAI raised $122 billion in a funding round in April.
Expert perspective
Anthony Stevens
Jun 9
OpenAI has engaged only two banks, Goldman Sachs and Morgan Stanley, for its IPO, which is a smaller syndicate compared to the one used by SpaceX.
Expert perspective
Anthony Stevens
Jun 9
Chief Technology Officers at companies including Uber and Coinbase have indicated their AI budgets are being rapidly depleted due to the high cost of top-tier US AI models.
Expert perspective
Anthony Stevens
Jun 9
The most advanced Chinese AI models are priced at less than $0.20 per million tokens.
Expert perspective
Anthony Stevens
Jun 9
South Korean exports grew in the high 50% range, cited as the fastest growth in decades and a sign of strong macroeconomic numbers.
Expert perspective
Anthony Stevens
Jun 1
The Philadelphia Semiconductor Index has risen almost 70% in the last two months and is on course for its best quarter ever.
Expert perspective
Anthony Stevens
Jun 1
The French stock market index is down for the year due to its significant exposure to the European luxury sector.
Expert perspective
Anthony Stevens
Jun 1
Many stock markets in the ASEAN region have experienced seven or eight consecutive days of foreign selling.
Expert perspective
Anthony Stevens
Jun 1
The South Korean won and the Taiwanese dollar have both weakened this year as their respective economies price in the inflationary impact of the Iran war.
Expert perspective
Anthony Stevens
Jun 1
Taiwan has increased its GDP growth forecast to 10%.
Expert perspective
Anthony Stevens
Jun 1
South Korean exports grew in the high 50% range, marking the fastest growth rate in decades.
Expert perspective
Anthony Stevens
Jun 1
Hong Kong's HSIA index is down on the year due to its heavy weighting in Chinese consumer stocks.
Expert perspective
Anthony Stevens
Jun 1
Nvidia CEO Jensen Huang is scheduled to visit South Korea after the Computex trade show in Taiwan.
Expert perspective
Anthony Stevens
Jun 1
Shares of LG Electronics and other South Korean robotics-related companies rose by as much as 26%.
Expert perspective
Anthony Stevens
Jun 1
Most Asian currencies, with the exception of the Chinese yuan, have weakened materially against the dollar this year.
Expert perspective
Anthony Stevens
Jun 1
Many personal computer-related stocks in Taiwan reached their daily trading limit, rising by 10%.
Expert perspective
Anthony Stevens
Jun 1
Foreign investors have been net sellers of Indian equities for the year.
Expert perspective
Anthony Stevens
Jun 1
The correlation between stocks within the NASDAQ index has fallen to near multi-year lows, indicating a market driven by individual company or sector themes rather than broad index movements.
Expert perspective
Anthony Stevens
Jun 1
The Italian stock market index is up 10% for the year, driven by its heavy weighting in chipmaker stocks.
Expert perspective
Anthony Stevens
Jun 1
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