4/6/2026 - The last couple of Mondays have seen the market hold, and
even on last Monday, the decline was impressive, given a
major spike in crude oil prices. From there, each session
was filled with drama, but rallied around hopeful signs, and
even not-so-hopeful ones. Equity indices higher; fear and
bond yields lower – that’s the way we like our arrows. ...
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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