6/15/2026 - Friday was a solid session that staved off early weakness to
finish higher, led by two Materials (XLB) names,
semiconductors, equipment, memory names, and optical
darlings. There was a lot of speculation that retail
investors would engage in excessive selling to participate
in the SpaceX (SPCX) initial public offering (IPO). While
there certainly was a fair amount, the broader market held
up well on Friday....
Payne's Perspective: We Have A Liftoff
6/8/2026 By Charles Payne, CEO & Principal AnalystTwo weeks ago, Morgan Stanley (MS) outlined the pricing changes for Vera Rubin racks compared with GB300 racks. The 430% jump in memory stood out – flashing dollar signs around all the memory players.A report on Friday suggests Nvidia (NVDA) is reducing DRAM capacity.
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