8/7/2026 - Major indices show solid showing driven by leadership from
mega-cap and other growth-oriented pockets of the market.
Consumer Discretionary (XLY) is the best performing sector
driven by gains in Amazon (AMZN) and Tesla (TSLA). Airbnb
(ABNB) is also giving a boost to the sector after delivering
better-than-expected quarterly results. Homebuilders are
also higher this afternoon as lower yields provide support
to the sector and other rate-sensitive areas....
Payne's Perspective: Jensen to the Rescue
7/27/2026 By Charles Payne, CEO & Principal AnalystEveryone agrees that China's Moonshot stole from Anthropic to propel the rapid advancement of Kimi K3 (see below). But the debate has moved on to cybersecurity, frontier models versus open-source models, and the nature of competition. Jensen Huang made his first X post to back open-weight AI.
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