https://getsharpbrief.com/articles/ai-memory-shortage-dram-prices-consumer-devices.html The Sharp Brief en 2026-08-28 AI is eating the world’s memory. Your next laptop pays for it. https://getsharpbrief.com/articles/marvell-record-quarter-google-warrant-fiscal-2029.html The Sharp Brief en 2026-08-28 Marvell posted a record quarter and fell 7%. The Google money is three years out. https://getsharpbrief.com/articles/warsh-jackson-hole-thirty-year-yield-reaction-function.html The Sharp Brief en 2026-08-28 The 30-year is at 5.2% and the Fed chair still hasn’t said what would move him https://getsharpbrief.com/articles/abercrombie-guidance-raise-tariff-refund.html The Sharp Brief en 2026-08-27 Abercrombie raised full-year margin guidance by 250 basis points. The refund was worth about 200 of them. https://getsharpbrief.com/articles/dollar-general-tariff-refund-half-the-beat.html The Sharp Brief en 2026-08-27 Dollar General beat by 48 cents. Twenty-five of them came from a tariff refund. https://getsharpbrief.com/articles/equal-weight-sp500-rsp-100-billion.html The Sharp Brief en 2026-08-27 Equal weight is beating the S&P 500 by 3.6 points. Its flagship fund just passed $100 billion. https://getsharpbrief.com/articles/moonshot-kimi-k3-us-cloud-revenue-share.html The Sharp Brief en 2026-08-27 A Chinese frontier lab wants 30% of what its model earns on Azure, AWS and Google Cloud https://getsharpbrief.com/articles/nvidia-hugging-face-12-9-billion-acquisition.html The Sharp Brief en 2026-08-27 Nvidia is paying $12.9 billion for Hugging Face. Its reported revenue is $150 million. https://getsharpbrief.com/articles/openai-chatgpt-teachers-55-districts-privacy-agreement.html The Sharp Brief en 2026-08-27 OpenAI now reaches 300,000 US educators free. The unlock was a legal form, not a model. https://getsharpbrief.com/articles/pogacar-vuelta-stage-6-el-bartolo-gravel.html The Sharp Brief en 2026-08-27 Pogačar attacked on gravel and won. The rider he couldn’t drop is now second. https://getsharpbrief.com/articles/tariff-refund-earnings-distortion-retail.html The Sharp Brief en 2026-08-27 $128.7 billion of tariff refunds is landing in retail earnings. Almost none of it is a business. https://getsharpbrief.com/articles/treasury-buyback-september-9-thirty-year-yield.html The Sharp Brief en 2026-08-27 The 30-year has fallen 15 basis points on a buyback that hasn’t happened yet https://getsharpbrief.com/articles/xrp-rlusd-two-billion-ethereum-majority.html The Sharp Brief en 2026-08-27 Ripple’s stablecoin passed $2 billion. Most of it doesn’t live on Ripple’s ledger. https://getsharpbrief.com/articles/amazon-mechanical-turk-shutdown-ai-labeling.html The Sharp Brief en 2026-08-26 Amazon is closing the human workforce that trained the machines. It has until September 30. https://getsharpbrief.com/articles/core-pce-3-3-gdp-1-5-nvidia-night.html The Sharp Brief en 2026-08-26 Inflation is running at 3.7%. The economy grew 1.5%. The Fed’s next move might still be a hike. https://getsharpbrief.com/articles/meta-16-7-billion-states-social-media-settlement.html The Sharp Brief en 2026-08-26 Meta is paying about $16.7 billion to settle with 29 states. The teen usage limits are the expensive part. https://getsharpbrief.com/articles/nfl-cutdown-day-sunday-1184-players.html The Sharp Brief en 2026-08-26 1,184 NFL players lose their jobs on Sunday. The league quietly deleted two days of evidence. https://getsharpbrief.com/articles/nvidia-279-billion-supply-commitments-vera-rubin.html The Sharp Brief en 2026-08-26 Nvidia guided to $108 billion. The number that matters is $279 billion. https://getsharpbrief.com/articles/openai-jalapeno-benchmarks-nvidia-blackwell.html The Sharp Brief en 2026-08-26 OpenAI benchmarked its own chip against Nvidia’s. It published the numbers the day before Nvidia’s earnings. https://getsharpbrief.com/articles/salesforce-2-6-billion-anthropic-gain-earnings-night.html The Sharp Brief en 2026-08-26 Nvidia grew 106% and slipped. Salesforce grew 11% and jumped 14%. https://getsharpbrief.com/articles/vanguard-altruist-4-6-billion-advisor-custody.html The Sharp Brief en 2026-08-26 Vanguard is paying $4.6 billion for a company it seeded six years ago https://getsharpbrief.com/articles/xrp-ledger-3-3-0-amendment-vote-institutional-features.html The Sharp Brief en 2026-08-26 Ripple’s pitch to banks is stuck in a validator vote. Two of the features already failed one.