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Why Memory Stocks Crashed Today: TurboQuant Just Changed The Game With "Google's DeepSeek Moment"
Why Memory Stocks Crashed Today: TurboQuant Just Changed The Game With "Google's DeepSeek Moment"
With stocks closing solidly in the green despite some painful wobbles during the day, one sector was a notable laggard: the same sector that had dramatically outperformed the S&P since memory prices soared last October: memory stocks, most notably MU and SNDK.
In his EOD wrap, Goldman tech specialist Peter Callahan wrote that while there wasn't that much actual "angst" out there, his clients complained of plenty of "sanity checking" on the moves today in memory (MU...
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Mar 31, 2026 / Tyler Durden
In Revolutionary Statement, Fidel Castro's Grandson Embraces "Capitalism With Sovereignty"
In Revolutionary Statement, Fidel Castro's Grandson Embraces "Capitalism With Sovereignty"
What is awkward for Democrats and their left-wing activist network of politicians and dark-money funded nonprofits is that the latest CNN interview with Fidel Castro's grandson shattered years of left-wing America's weird obsession with Cuban communism.
Sandro Castro told CNN's Patrick Oppmann that he would welcome a deal with President Trump and said many on the island want "capitalism with sovereignty," a remarkable admission from deep inside the Castro family that Cuba's failed economic model is no longer the pathway for...
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May 15, 2026 / Tyler Durden
Musical Chairs
Musical Chairs
By Molly Schwartz, cross-asset macro strategist at Rabobank
Yesterday, Trump spoke with Xi in Beijing. While markets kept a watchful eye on any headlines about the war in Iran, palates were left dry as only tepid announcements dripped out, such as that China “offered help” on Iran and “pledged not to send weapons.” What they did not manage to evade was a conversation about Taiwan. During the two and a half hour conversation with Trump, Xi underscored that US intervention in Taiwan could trigger a “highly dangerous situation.” While...
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Apr 14, 2026 / Tyler Durden
For A Housing Fix, Look To The Laboratories We Know As States
For A Housing Fix, Look To The Laboratories We Know As States
Authored by Edward Pinto via RealClearMarkets,
Federal housing policy is afflicted by several shortcomings—it is expensive, outdated, and inflexible. The states, free from these restrictions, have begun experimenting with tailored approaches. Congress should take note.
In 1932 Justice Brandeis observed that “one of the happy incidents of the federal system that a single courageous State may, if its citizens choose, serve as a laboratory; and try novel social and economic experiments without risk to the rest of the country.” By its nature, the...
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