5/1/2026 - The S&P 500 closed at another new high as strong earnings
growth from some of the largest components propelled the rally
in the final session of the month. Caterpillar (CAT) and
Alphabet (GOOG/L) both went up by 10% and used to mean very
different things in the past, but now are the same trade....
Payne's Perspective: Did Someone Say, “Coiled Spring?”
4/20/2026 By Charles Payne, CEO & Principal AnalystThere has never been a greater divergence between semiconductors and software stocks. Even hardware enjoys its largest margin of strength against software, which was famously supposed to make hardware obsolete.We will keep an eye on the situation, but are confused about why we don't know the answer.
Read more.