4/9/2026 - Yesterday was a good session that withstood a barrage of
reports that the “ceasefire” had ended as quickly as it
began. Industrials (XLI) led the way, which is a great sign
for efforts to reindustrialize the nation. Lots of chip
names finished among the biggest advancers on the session,
along with optic names, which continue to smoke. Last year,
semiconductors (SMH) took the lead coming out of the tariff
tantrum, with a monster gap opening in May. Yesterday was a
similar gap open...
Anxiety Ratchets Higher Opportunities Mount
3/30/2026 By Charles Payne, CEO & Principal AnalystOver the weekend, rumors that OpenAI is ready to pull the plug on the need to buy $600 billion in memory from SK Hynix have kept pressure on DRAM pricing and raised anxiety about circular funding among the large AI players. As Anthropic’s Claude continues to wreak havoc.
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TurboQuant and the Effects on Memory
3/27/2026 By John Jean, Research AnalystEarlier this week, Alphabet (GOOG/L) unveiled TurboQuant. This is a new algorithm suite from Google Research which dramatically compresses AI memory usage; and potentially reshaping the cost structure of running large language models at scale.
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