New tech, TurboQuant addresses the high cost and bottleneck of KV caches in AI, which typically grow rapidly as conversational context increases. In short, this further push performance to next level. Doesn't mean it pull down demand of memory. personally, I felt this like digital camera where photo/ video can be captured with higher quality and users are further pushing on higher content and others accessories equally increase. hence, this is just a tech breakthrough to enjoy higher performance. each other components are still important and require. So this should mean demand are still there.
$Medical Properties(MPW)$ still can rescue? fell 6% Wednesday after Colliers Securities downgraded the real-estate investment trust on execution risk and "continued problems with rent collection." Colliers analyst Barry Oxford cut his rating on Medical Properties Trust (MPW) to neutral from buy and slashed his price target for the stock to $4.25 a share from $10. Risks include a pending bridge loan from Medical Properties Trust to its largest tenant, Steward Health Care System.