4/6/2026 - The broader market seems to be muted as we await further
developments between the U.S. and Iran. Eight sectors are in
green territory, though none are holding gains wider than
1%. Energy (XLE) is the best performing sector as oil trades
higher today. Financials (XLF) are the second-best
performing sector, supported by gains in Coinbase Global
(COIN) as bitcoin rises to its best level in a week. On the
other hand, the Materials (XLB) sector lags the group....
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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