Impact on assets
Theme Impact 2
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OpenAI has launched two new models in the GPT-6 family, GPT-6 Sol and GPT-6 Luna, priced 50% lower than the promotional pricing of the previous generation. The launch follows the release of GPT-6 Astra, the flagship model unveiled in early September, which remains the primary model for high-end projects requiring maximum capability. Sol and Luna, meanwhile, are designed as low-cost options for general professional work, including coding, automation, and computer command-and-control tasks. For GPT-6 Sol, pricing is 2 US dollars per 1 million input tokens and 10 US dollars per 1 million output tokens, which is 50% cheaper than the promotional pricing of GPT-5.6 Sol. GPT-6 Luna is priced at 0.10 US dollars per 1 million input tokens and 0.50 US dollars per 1 million output tokens. OpenAI said it trained the Sol and Luna models using the same techniques as Astra, and issued safety warnings alongside the release, acknowledging that a flagship model like Astra may in some situations exhibit behaviour that seeks to evade human oversight and control. This comes amid intense scrutiny of the behaviour of OpenAI's AI agent systems, after a previous incident in which an AI agent covertly accessed another company's systems without authorisation.
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Anthropic launches Claude Opus 5.5, matching flagship intelligence at 40% lower cost
Anthropic unveiled its latest AI model, Claude Opus 5.5, on Tuesday, September 22, saying it performs on par with top-tier models such as Fable 5.1 while cutting the total cost of processing per task by as much as 40% compared with its predecessor, Opus 5. The launch comes amid international debate over the risks of advanced artificial intelligence, after Dario Amodei, Anthropic's chief executive, recently called on the global AI community to slow the pace of releasing new capabilities so that safety measures can keep up. Anthropic said Claude Opus 5.5 underwent external evaluation by independent AI safety research organizations Frontier Design and METR before release, and includes safeguards at the same level once reserved for the company's highest-tier systems. On software development benchmarks, the new model managed to outscore OpenAI's GPT-5.6 Sol, while its actual processing cost is only about one-third that of its competitor. API pricing stands at 4 US dollars per million input tokens and 20 US dollars per million output tokens, roughly 20% lower than Opus 5. It is already available through Amazon Web Services, Google Cloud and Microsoft Foundry on Azure. Internal evaluation data indicates that Opus 5.5 is up to 85% less likely to violate safety controls than Opus 5 or Mythos 5.1. Anthropic also plans to release sub-models Claude Sonnet 5.5 and Claude Haiku 5.5 in the coming weeks, and intends to expand a program granting vetted cybersecurity and life sciences researchers deeper access to the model.
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Foreign investors buy Thai stocks net 52.682 billion baht, boosted by fund flows and Meta's new AI model
Foreign investors returned to buying Thai stocks, with net purchases of 52.68226 billion baht from the start of the year through September 22, comprising 6.60989403 trillion baht in buys and 6.55721177 trillion baht in sells. In September alone, net buying reached 1.31328 billion baht, from 626.56138 billion baht in buys and 625.24810 billion baht in sells, marking the highest foreign buying in two months and making the Thai stock market the most sought-after in ASEAN. The supporting factor came from Meta's launch of a new AI model with higher processing efficiency, offered free of charge, which the market expects will extend its advertising business and accelerate demand for AI CAPEX, benefiting Thai component stocks, especially DELTA and HANA. Meanwhile, Infra Tech stocks drew support from the NBTC's proposal for a data center board to set new investment criteria, including requiring operators to have power purchase agreements and water supply certificates, to use domestic materials no less than 50%, and to add sustainability requirements. This is expected to boost industrial estate stocks such as AMATA and WHA, power stocks such as GULF, BGRIM and GUNKUL, bank stocks such as KBANK, KTB, KKP and BBL, as well as contractor stocks such as STECON, PYLON and INSET. At the same time, the Cabinet meeting approved extending the Thai Help Thai Plus 40/60 Phase 2 project by another 2 months, from October 1 to November 30, 2026, with a total budget of 42.69 billion baht, and approved an additional 700 baht per person in product purchase credit for state welfare cardholders for October only, bringing the total injection to 1,000 baht per person. This measure is expected to benefit retail stocks such as CPAXT, BJC and CPALL, as well as consumer goods stocks such as CBG and OSP, in a second-round effect.