5/11/2026 - Technology (XLK) remained in the driver's seat on last
Friday, but the opposite of Thursday, when a surge in
software (IGV) stocks offset weakness in other industries.
One-day moves in chip and memory are now at insane levels.
Undoubtedly, the underlying fundamentals have improved, but
the volatility is wild....
Payne's Perspective: Still Galloping Ahead
5/4/2026 By Charles Payne, CEO & Principal AnalystThe market keeps on moving higher despite all the hand-wringing about geopolitics, valuations, the Iran Conflict, crude oil, and inflation. It's not an irrational exuberance, according to the American Association of Individual Investors (AAII) Sentiment Survey, which saw a spike in bearish sentiment
Read more.