5/7/2026 - The S&P 500 and Nasdaq reached fresh record highs this
morning and are now taking a breather after a week of
powerful moves in Technology (XLK). Today the move higher
comes from software following the latest batch of earnings.
Technology names are once again doing all the heavy lifting.
Datadog (DDOG) is sharply higher and contributing to
strength in software, while Microsoft (MSFT) is also a mega-
cap standout....
Payne's Perspective: The New (Old) Flowers of the AI Blossom
4/27/2026 By Charles Payne, CEO & Principal AnalystIt's rather appropriate that the pendulum has swung back in favor of Intel, which launched the first microprocessor in 1971. Now, the company is hot. However, Intel CEO Lip-Bu Tan is guarded and on the call, noting the ratio of CPU (central processing unit) was 1 to 8 GPUs (graphics processing units
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