8/6/2026 - Major indices are moving lower across the board and
retreating from morning highs. Energy (XLE) is the only
sector with sizable gains, getting a boost from a tick
higher in oil prices (more below). Notably, Technology (XLK)
is still holding in the green despite a lower move in memory
names following adverse earnings reactions to SanDisk (SNDK)
and Western Digital (WDC)....
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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