8/6/2026 - Yesterday, even at the session's high point, the market lacked
oomph. Four strong sessions in a row gave way to profit-
taking, which rekindled doubts. It was an eclectic
leaderboard, reflecting the big day in gold and individual
earnings outside of big tech (XLK)....
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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