6/1/2026 - The S&P 500 and Nasdaq have reversed morning losses and are
now in the green. However, the Dow Jones and Russell 2000
lag in the red. Technology (XLK) and Energy (XLE) are the
only sectors in the green and roughly tied. Technology is
benefiting from a broad rally in the space as the AI theme
continues to ignite the sector. Notably, software names are
leading the charge in the sector today....
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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