S&P 500 sector returns

It doesn't get more textbook than this: Every step of our March 3rd "Conflict Playbook" has been outlined on this oil price chart. It began with Steps #1 and #2 when Trump sent an "armada" to Iran and ramped up threats

Is this the most important chart in the market? The US accounts for 29% of the world’s consumption while producing 15% of global goods. Meanwhile, China's share of global consumption is 12% while the country accounts f

WOW. This is a chart of Target's stock price, $TGT, this morning, one of America's largest retailers. Even after reducing prices on thousands of items, the company just posted its LARGEST earnings miss in 2 years. Did

The most mind-blowing chart you'll see today: Nvidia, $NVDA, now has a market cap that equals 11.7% of the total US GDP. To put this into perspective, even at the peak of the Dot-com bubble, Cisco's market cap equaled

Absolutely incredible. Just 10 stocks have driven 70% of the S&P 500’s gain since March 30th. These stocks have added +16 percentage points to the index’s +23% gain over this period. Nvidia, $NVDA, has contributed the

History unfolding, in one chart: The US Dollar to Gold ratio is falling off of a cliff.

🥝 Meet Kimi K2.5, Open-Source Visual Agentic Intelligence. 🔹 Global SOTA on Agentic Benchmarks: HLE full set (50.2%), BrowseComp (74.9%) 🔹 Open-source SOTA on Vision and Coding: MMMU Pro (78.5%), VideoMMMU (86.6%), S

The burst of DeepSeek V3 has attracted attention from the whole AI community to large-scale MoE models. Concurrently, we have been building Qwen2.5-Max, a large MoE LLM pretrained on massive data and post-trained with cu

Meet Kimi K2.6: Advancing Open-Source Coding 🔹Open-source SOTA on HLE w/ tools (54.0), SWE-Bench Pro (58.6), SWE-bench Multilingual (76.7), BrowseComp (83.2), Toolathlon (50.0), Charxiv w/ python(86.7), Math Vision w/

🌘 Kimi-K2.7-Code, our latest coding model, is now released and open-sourced! 🔷 Improved coding & agent performance over K2.6: +21.8% on Kimi Code Bench v2, +11.0% on Program Bench, and +31.5% on MLS Bench Lite. 🔷 Rea

We're open-sourcing Mixture-of-Kittens (MoK), our MoE training megakernel for NVL72s. It fuses all Mixture-of-Experts communication and computation into a single, fully deterministic kernel, and runs up to 2.37x faster

It doesn't make sense to say a subscription plan is worth $ X in isolation. The way to think about subscriptions is that your monthly payment grants you some numbers of “credits”. Each (model, token type) combo consumes