8/4/2026 - What a great way to begin the week - initially, stocks got a
bid from Iran war headlines, and Treasury is working to
stave off Yen weakness. Still, after some wall-flipping, the
newest narrative reemerged: hyperscalers are going to get
paid, and the artificial intelligence (AI) gambit will live
up to the hype....
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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