9/28/2026 - Major indices are moving lower across the board alongside
Bitcoin and gold as rates and oil move higher. As a result,
Energy (XLE) is in the lead. The other sectors in the green
are the more defensive sectors such as Health Care (XLV) and
Consumer Staples (XLP)....
Payne's Perspective: Dropping the Mix
9/21/2026 By Charles Payne, CEO & Principal AnalystA major shift from training to inference, sparking a renaissance in central processing unit (CPU) demand, which fell by half in 2025. Moreover, competition for AI server racks is increasing, even as growth is expected to peak in 2027. Don’t confuse that with growth stopping.
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