6/17/2026 - At ten o'clock yesterday, SpaceX (SPCX) was on its way to
becoming the most valuable company in the world by 2 PM. It
finished the session as the fifth biggest name in the
market. While all eyes were on SpaceX, major action was
underway in the broader market. Money poured out of
Technology (XLK) and surged into Financials (XLF), which was
led by strong action in bank stocks. Utilities (XLU) and
Industrials (XLI) got nibbles as well....
Payne's Perspective: We Have A Liftoff
6/8/2026 By Charles Payne, CEO & Principal AnalystTwo weeks ago, Morgan Stanley (MS) outlined the pricing changes for Vera Rubin racks compared with GB300 racks. The 430% jump in memory stood out – flashing dollar signs around all the memory players.A report on Friday suggests Nvidia (NVDA) is reducing DRAM capacity.
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