The Moonshot Moment - Kimi K3 Model Puts Pressure on AI Stocks. But Inference Demand Will Grow. Jabil Becomes a Long Candidate!

The AI infrastructure stock is trading weaker in pre-market. The Chinese start-up Moonshot AI has presented a new model that, according to its own statements, closes the gap with leading US providers. According to the company, Kimi K3 still lags behind Anthropic's "Claude Fable 5" and OpenAI's "GPT 5.6 Sol" in terms of overall performance, but it consistently outperformed other tested models. The market suggests that the dominance of Anthropic & Co. over the Chinese is not as significant as it seems. The Jevons Paradox and Alphabet's numbers come...