4/23/2026 - Technology (XLK) rocked again yesterday, led by
semiconductors and hardware, but software (IGV) made another
strong move, as it continued to try to shake off fears of an
artificial intelligence (AI) disruption. AI-adjacent
industries and names continue to see serious action,
including GE Vernova (GEV), which posted a strong earnings
and guidance report. And here comes Bitcoin (BTC)....
Payne's Perspective: The Titans Ready To Lead Again
4/13/2026 By Charles Payne, CEO & Principal AnalystAs I wrote in the Hotline commentary last week, I think “Mag Seven” is ready to make a monster move higher. Although we all know they are not a monolith, I suspect they all have some upside through 2027. The biggest question mark right now is Microsoft (MSFT), which struggled the most.
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