Charles Payne's Wall Street Strategies

Charles Payne's Market Commentary
A GOOD WASHOUT
7/29/2026 - Yesterday was a great session, and here’s why. The flush in semiconductor names didn’t trigger a market-wide collapse; instead, 71% of the S&P 500 (SPX) closed higher as money rotated. Semiconductors (SMH) were walloped, but most closed well off the lows of the session – you can bet those buyers were wide-eyed novices taking the plunge on a hunch.... MORE

Get FREE Stock Market Commentary!

Watch Making Money with Charles Payne on Fox Business

Recent commentary from Charles
MARKET LOOKING TO REBOUND
7/28/2026 9:33:19 AM By Charles Payne
Market Looking to Rebound
7/27/2026 9:44:55 AM By Charles Payne
MAG SEVEN CAN'T WIN WITH INVESTORS (FOR NOW)
7/24/2026 9:44:22 AM By Charles Payne
THE SPENDING CONTINUES AMID SIGNS OF PAYOFFS
7/23/2026 9:39:50 AM By Charles Payne
Alphabet On Deck
7/22/2026 12:59:01 PM By Charles Payne

Payne's Perspective: Jensen to the Rescue

Everyone agrees that China's Moonshot stole from Anthropic to propel the rapid advancement of Kimi K3 (see below). But the debate has moved on to cybersecurity, frontier models versus open-source models, and the nature of competition. Jensen Huang made his first X post to back open-weight AI. Read more.

The Dividend Report - July 2026

Fed chair Warsh made remarks that the recent Iran deal has changed the inflation dynamics, suggesting potential lower rates. It is important because the last Federal Open Market Committee (FOMC) meeting was still under heavier Iran uncertainty. Read more.

Market Commentary

Payne's Perspective: K3 Kicks Vulnerable Market

7/20/2026 By Charles Payne, CEO & Principal Analyst
Kimi K3 hit as an 800-pound bomb dropped from a stealth bomber. The development has made waves in technology and politics. There is a camp concerned about Chinese companies piggybacking (stealing) from US frontier AI models – called distillation. But this goes even deeper Read more.

Older Headlines

Question of the Week

Should the US consider limiting single stocks and leveraged ETFs?
Click here to post your answer and let Charles know what you think.

Tweets by cvpayne

MAIN STREET WISDOM
Observations of a concerned public
John H writes: - 6/4/2026
Been with CP for 2-1/2 years now. Up about 40% across all accounts. Position Tracker shows I'm averaging 18+% on closed trades. Can't thank CP enough!
...more
Voice your comments, ideas or frustrations!

Wall Street Strategies, Inc. is an independent stock market research company.
Our daily goal is to help our subscribers make money in the stock market. Our unbiased approach is coupled with personalized service that guides investors throughout the entire life cycle of each trade. Learn more

Philosophy
We believe investors should take an approach to the stock market based first and foremost on understanding the stocks in their portfolios beyond the chart formation. The key to long term success isn't picking winning stocks but knowing which stock picks to hold onto during adverse conditions. Learn more.

Methodology
Our approach to investment advice focuses on a balanced allocation of funds, industry exposure, and realistic expectations. 70% of your stock portfolio should be in core positions while 30% should try to generate cash actively. Learn more.