7/13/2026 - Friday was an encouraging session with ten of eleven sectors
moving higher. Meta Platforms (META) made a ton of moves,
and now, the Street is coming around to Zuckerberg & Co.
Overall, it was an eclectic leaderboard. Moreover, there was
movement beyond momentum. But large-caps were the big
winners last week, as caution drove investors toward safer
ideas.
Payne's Perspective: Rotation Time
7/6/2026 By Charles Payne, CEO & Principal AnalystData center spending has only just begun, and I don’t doubt that the final tally will exceed the trillions of dollars already expected. Consider the train to nowhere in California, which voters approved as a $33 billion project, but is now expected to be $230 billion.
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