7/17/2026 - The S&P 500 (SPX) closed lower yesterday, although 73% of
constituents were higher. A couple of mega-cap names were
higher, but not enough to counter the weight of others,
including Google (GOOGL), which reportedly is unhappy with
the latest version of Gemini and has sent it back to the
drawing board....
Payne's Perspective: Rotation Time
7/6/2026 By Charles Payne, CEO & Principal AnalystData center spending has only just begun, and I don’t doubt that the final tally will exceed the trillions of dollars already expected. Consider the train to nowhere in California, which voters approved as a $33 billion project, but is now expected to be $230 billion.
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