4/10/2026 - It was a steady session yesterday, but there was still a lot
of confusion over Iran headlines. It's clear the market
wants it to be over, as is evident, but the resolve has been
there since last Monday. I was surprised to see Consumer
Discretionary (XLY) lead the way, but everything else went
according to script. There is an old saying that “the market
likes to climb a wall of worry.”...
Anxiety Ratchets Higher Opportunities Mount
3/30/2026 By Charles Payne, CEO & Principal AnalystOver the weekend, rumors that OpenAI is ready to pull the plug on the need to buy $600 billion in memory from SK Hynix have kept pressure on DRAM pricing and raised anxiety about circular funding among the large AI players. As Anthropic’s Claude continues to wreak havoc.
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