6/16/2026 - Technology (XLK) led the way yesterday, but what looked like
an all-around party at the open became more selective as the
session wore on, with barely 50% of the S&P 500 (SPX)
finishing higher. Meanwhile, growth and momentum dominated
among the factors. As artificial intelligence (AI) impacts
more industries, its influence over the entire market also
expands....
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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