8/3/2026 - Major indices are seeing solid gains driven by broad
strength as oil prices retreat. The rotation in hyperscalers
is shaking the tape today with solid strength in an open
Legacy Hotline position; Microsoft (MSFT). The stock has
gained 26% in the last 3 days and has seen its best rally
since 2000....
Payne's Perspective: Jensen to the Rescue
7/27/2026 By Charles Payne, CEO & Principal AnalystEveryone 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.
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