Wall Street Breakfast The AI no one claims
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Mar 18, 2026 A leaked AI model called Hunter Alpha sparks debate over origin, scale, and training details. Lululemon posts stronger results but warns on future guidance and teases new product lines to revive U.S. sales. Amazon reportedly plans big cuts to USPS shipments, raising questions about postal negotiations and financial strain. Market movers, macro data, and upcoming investor events round out the headlines.
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Hunter Alpha Fuels DeepSeek Speculation
- An anonymous AI model called Hunter Alpha surfaced on OpenRouter and sparked speculation about a stealth DeepSeek release.
- Reuters found it self-identified as a Chinese model with a May 2025 cutoff and a 1 trillion parameter profile, but no developer confirmed authorship.
Self Description Matches DeepSeek Timing
- Hunter Alpha described itself as primarily trained in Chinese with training data up to May 2025, matching DeepSeq's chatbot cutoff and raising linkage questions.
- The model's profile claimed a 1 trillion parameter size and OpenRouter labeled it a stealth model while neither DeepSeq nor OpenRouter confirmed the creator.
Lululemon Beats Now But Guides Cautiously
- Lululemon beat Q4 top- and bottom-line estimates but issued disappointing guidance that sent its stock down in pre-market trading.
- Management warned of higher tariffs ($220M expected) and weak U.S. segment while launching two new lines, Unrestricted Power and Show Zero.