6/8/2026 - Major indices are supported by a solid rebound across
semiconductor stocks this afternoon sending the S&P 500 and
Nasdaq higher while the Dow Jones holds a modest loss.
During the weekend, Nvidia (NVDA) CEO reportedly said that
last week’s selloff in Technology (XLK) stocks presented a
buying opportunity. This has lifted sentiment to the market
with investors buying-the-dip across AI-related and
semiconductor names....
Payne's Perspective: Another Monster Week
6/1/2026 By Charles Payne, CEO & Principal AnalystOn an absolute basis, Technology (XLK) remains less expensive than Industrials (XLI), Consumer Staples (XLP), Communication Services (XLC), and Health Care (XLV). Meanwhile, the NASDAQ-100 (NDX) and iShares Russell 2000 ETF (IWM) are less expensive than the S&P 500.
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Payne's Perspective: Everyone's Talking About SpaceX
5/26/2026 By Charles Payne, CEO & Principal AnalystWe have morphed from the Cloud Era to the Gen AI Era, $435B up 5X since 2024, and it's turned everything upside down. Software (IGV) was once eating the world, capturing 70% of application gross profits, followed by infrastructure and, finally, hardware.
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