6/3/2026 - It was another squeaker yesterday, as the S&P 500 inched out
a small gain, but the real story continues to be individual
monster moves. Seeing double-digit gains in names that are
already in the stratosphere is exhilarating and a little
unnerving. Market breadth was just about even, although new
highs outpaced new lows. In fact, over the past two months,
only 22% of names have outpaced the S&P 500. It is one of
the thinnest rallies on record....
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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