10/1/2026 - Yesterday, only 23% of the components in the S&P 500 (SPX)
finished in the plus column. Technology (XLK) was higher, with
both software (IGV) and semiconductors enjoying gains, and
Consumer Discretionary (XLY) eked out a gain as well. Large-
cap momentum was the only factor that closed higher....
Payne's Perspective: Dropping the Mix
9/21/2026 By Charles Payne, CEO & Principal AnalystA major shift from training to inference, sparking a renaissance in central processing unit (CPU) demand, which fell by half in 2025. Moreover, competition for AI server racks is increasing, even as growth is expected to peak in 2027. Don’t confuse that with growth stopping.
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