7/31/2026 - Major indices are mostly moving higher and off session lows, except for small caps in the Russell 2000. Amazon
(AMZN) is doing a lot of heavy lifting, rising 15% after earnings, and boosting Consumer Discretionary (XLY) into
first place. Communication Services (XLC) is the runner up, benefiting from Alphabet (GOOG/L), after the company
announced the launch of Gemini Robotics ER 2, an AI model centered around robots....
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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