5/18/2026 - Friday was a tough sailing day, but it could have been
worse. In fact, I’m impressed because profit-takers in
hardware are plowing funds back into software (IGV). Case in
point, Bill Ackman dumped Google (GOOG/L), which is arguably
the best-positioned artificial intelligence (AI) name to buy
Microsoft (MSFT)....
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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