This Week's Market Wrap: AI Memory Shock, Crude Cracks, And Data Boxes In The Fed
2026-06-26 23:35:00 ET
By Ryan J. Puplava, CMT, CTS, CES
AI’s Memory Shock
The artificial intelligence trade remained the market’s dominant story this week, but the tone changed noticeably. Instead of a simple “AI winners go up” environment, investors were forced to sort through a more complicated question: who benefits from AI scarcity, and who pays for it? The pressure began early in the week as mega-cap technology stocks weakened. Alphabet ( GOOGL ) fell sharply after John Jumper, a senior Google DeepMind researcher and co-creator of AlphaFold, left for Anthropic. That added to concerns that the AI talent war is intensifying just as hyperscalers are already spending aggressively on data centers, chips, and infrastructure....
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This Week's Market Wrap: AI Memory Shock, Crude Cracks, And Data Boxes In The Fed
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