5/22/2026 - There was a lot of scuttlebutt about a final deal to end the
conflict in Iran that made the rounds all session long, and
eventually shifted markets. I suspect the Memorial Day
holiday signals that midterm debates and campaigning are
right around the corner. Iran knows this, but the Trump
administration is not going to make a weak deal....
Payne's Perspective: AI Supercycle & Speed Bumps
5/11/2026 By Charles Payne, CEO & Principal AnalystThere are so many moving parts to the AI Supercycle that the underlying movement in stocks tends to move outside the dividend lines and dates. There is no question that semiconductors, memory, storage, photonics, and optics are crushing it, and Nvidia is building up ahead of its earnings release.
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