6/5/2026 - Major indices are in the midst of their toughest session
this week which is poised to end the nine-week winning
streak for the S&P 500. As the strong jobs report has added
pressure to the Street’s expectations of a rate hike.
Technology (XLK) is a sea of red again with nearly all
Magnificent Seven names moving lower....
Payne's Perspective: Another Monster Week
6/1/2026 By Charles Payne, CEO & Principal AnalystOn an absolute basis, Technology (XLK) remains less expensive than Industrials (XLI), Consumer Staples (XLP), Communication Services (XLC), and Health Care (XLV). Meanwhile, the NASDAQ-100 (NDX) and iShares Russell 2000 ETF (IWM) are less expensive than the S&P 500.
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Payne's Perspective: Everyone's Talking About SpaceX
5/26/2026 By Charles Payne, CEO & Principal AnalystWe have morphed from the Cloud Era to the Gen AI Era, $435B up 5X since 2024, and it's turned everything upside down. Software (IGV) was once eating the world, capturing 70% of application gross profits, followed by infrastructure and, finally, hardware.
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