4/9/2026 - It’s the second day of the ceasefire, but there's mostly
confusion, contradictory stories, and lots of slop feeding
doomscrolling. It has sparked a bid in crude oil, putting
West Texas Intermediate (WTI) back in the shadow of $100.00.
In turn, this pressured the S&P 500 all morning; however, at
the opening bell, I could see that this market wanted to go
higher....
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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