9/15/2025 - The market was essentially unchanged, with the S&P 500
finishing at -0.05%, but it wasn’t internally. What’s happened
over the past two weeks is a reconfirmation that the AI trade
is a long way from being over, and it is now expanding beyond
the Mag Seven, but that doesn’t mean the Mag Seven is done....
Payne's Perspective: September 8, 2025: Too Late?
9/8/2025 By Charles Payne CEO & Principal AnalystSeptember arrived with a chilling swoon, but 2025 has been the year of returning sunlight and hope. The top five advancers for the week were in the Technology (XLK) and Communication Services (XLC) Sectors. The message is clear that the artificial intelligence (AI) narrative is beginning, and more c
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Payne's Perspective: September 2, 2025: September Anxiety
9/2/2025 By Charles Payne CEO & Principal AnalystSeptember 3rd marked a high for the market in 1929 and 2008. The former was accompanied by a now-infamous article in which famed economist of the time, Irving Fisher, declared the rally would continue in perpetuity. Fear-mongers often bring this up, but a 2003 study shows that the market was not un
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