Morning Commentary
FOCUS ON FUTURE BEYOND SPEED BUMPS
By Charles Payne, CEO & Principal Analyst
5/4/2026 7:44 AM
While Technology (XLK) stocks continue to do the heavy lifting on the S&P 500 (SPX), several software (IGV) names are making meaningful rebounds.
Sizzling Action in Small-Caps
Small-cap names continue to make remarkable strides.
Talk about bottom-fishing: Atlassian Corp (TEAM) has been devastated this year, but found buyers on Friday. The photonics trade is broadening out as well.
We come into the week with a strong gesture from President Trump to guide ships through the Strait of Hormuz.
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PREVIOUS COMMENTARY
| 5/4/2026 7:44 AM | FOCUS ON FUTURE BEYOND SPEED BUMPS |
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