6/18/2026 - The Fed Kevin Warsh Era began with a bang. Starting with the
Federal Open Market Committee (FOMC) communique (see below),
which was drastically reduced to avoid forward-looking
guidance. That was just the beginning. Warsh began the press
conference with prepared remarks that were subtle, but they
set the stage for an onslaught of questions once he opened
the question-and-answer portion....
Payne's Perspective: We Have A Liftoff
6/8/2026 By Charles Payne, CEO & Principal AnalystTwo weeks ago, Morgan Stanley (MS) outlined the pricing changes for Vera Rubin racks compared with GB300 racks. The 430% jump in memory stood out – flashing dollar signs around all the memory players.A report on Friday suggests Nvidia (NVDA) is reducing DRAM capacity.
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