8/7/2026 - Thursday was another sluggish day, but also another session
that could have been a lot worse. There weren’t many places to
hide yesterday, but there was compelling action in highly
visible and important names....
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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