4/7/2026 - Major indices edged higher on Monday, but so too did crude
oil and bond yields. High-beta tech names carving out unique
positions across a variety of niches won the day. Consumer
Discretionary (XLY) led all sectors, although weakness
persists in autos. I’m pleased to see wider participation
and the pace of names clearing their 50-day moving average.
This market has been weighed down by “Mag Seven” and is
poised to rally without them....
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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