https://aimarketsignal.com/en/2026-10-25/Brad AI Market Signalen2026-10-25The weekend the collateral thesis met the war zone: a judge re-blocks the Pentagon's Anthropic ultimatum days before its filing window, WDC's +55% quarter buys a -9% 'profit quality' verdict, and Jensen Huang pitches GPUs as the 'lowest-risk' asset while neocloud bonds print 16% https://aimarketsignal.com/en/2026-10-24/Brad AI Market Signalen2026-10-24The market voted NO on AI-dedicated equity: META -7%, SOX -6.7% worst day in months — plus SK hynix scraps Solidigm's IPO and YMTC opens China's second DRAM front