4/7/2026 - Major indices are rebounding from earlier lows driven by
fluctuating geopolitical tensions ahead of Trump’s 8:0 p.m.
EST negotiation deadline with Iran. Oil prices edged higher
after the US and Israel begin limited targeting of bridges
and power infrastructure in Iran as the negotiation deadline
approaches.Three sectors are in the green with Utilities
(XLU) and Energy (XLE) leading the 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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