3 Shifts Edition (May 29 2026): Banks will have a lot more free capital, Everyone is talking about KV cache, Blood pressure & the FDA’s relaxed rules

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, US banks will soon have a lot more free capital, as regulators loosen capital requirements. This could unlock $88B-104B in additional excess capital, which might be deployed for M&A, business lending, AI spending, buybacks, and dividends. Next, everyone is suddenly talking about KV cache – AI’s running memory and a…