Watch the sharp sell-off in AI memory stocks and the rise in yields, says Kevin Green. He explains how the dichotomy between the two lead to a rocky standing in equities, adding pressure ahead of Nvidia's (NVDA) earnings. KG then tackles the commodity front in crude oil and what to watch in the marginal move higher. As for stock stories, he touches on Blackstone's new Alphabet (GOOGL) partnership, where the latter will offer AI infrastructure capacity.