8/5/2026 - It’s a choppy day following the strong action seen in the last
two days. The session appears more a characteristic of
consolidation than a broader shift of sentiment. At the open
of the gate, the S&P 500 and Dow Jones claimed fresh all-time
highs....
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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