5/29/2026 - It was another solid session for the market yesterday, which
has now relegated the often-conflicting news stories about
the Iran Conflict to background noise. It's all about
megacap tech, the individual niches under the artificial
intelligence (AI) umbrella… and space trade. Some of the
individual moves have left me speechless....
Payne's Perspective: Horse-Drawn Carriages Are Fading
5/18/2026 By Charles Payne, CEO & Principal AnalystIt’s the same case for earnings, which have been great all around but amazingly great for Technology (XLK) and stupendous for “Mag Seven.” “Mag Seven” earnings are significantly above the rest of the market. Megacap names are all adopting the Alphabet (GOOG/L) approach.
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