8/3/2026 - Friday’s session seems like a million years ago, maybe because
it was such a wild week of gyrations and mixed messages.
Growth popped, but momentum struggled to stay in the green.
The hyperscalers are back in favor at the expense of
semiconductors....
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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