6/23/2026 - It was a sluggish session yesterday, although the Volatility
Index (VIX) climbed 3%; there wasn’t a sense of panic or
fear. The S&P 500 Communication Services Sector (XLC) is
really taking it on the chin. The sector's average stock is
down 26.8% from its 52-week high. Yesterday, Google (GOOG/L)
broke the news that DeepMind's top engineering executive,
John Jumper (I can’t make this up), is jumping to Anthropic....
Payne's Perspective: A Force in Space & Markets
6/15/2026 By Charles Payne, CEO & Principal AnalystThe run in semiconductor stocks has been dazzling. The last stage of the move has been parabolic. It invites a lot of skepticism and cynicism. But even those that are bullish will admit the move has been so magnificent that the gut says it's due to stall and give back some ground.
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