5/19/2026 - The S&P 500 (SPX) closed fractionally in the red, but
yesterday was a great session that saw rotation from hot
stocks into other parts of the market rather than to the
sidelines. Software (IGV) fetched the most action, but
wasn’t alone. S&P 500 High Beta (SPHB) and S&P 500 Momentum
(SPMO) turned lower amid volatile shifts, underscoring how
hot stocks are moving in the opposite direction....
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.
Read more.