5/8/2026 - It was tough sledding yesterday as money fled the hottest
Technology (XLK) and Communication Services (XLC) names and
flooded into the laggards – mostly software, which dominated
the top advancers list. It's been a run for the ages. Since
the March 30th low, Mag Seven names have set a blistering
pace, even rallying on increased capex and spending
announcements, which were supposed to be reasons to sell
them....
Payne's Perspective: The New (Old) Flowers of the AI Blossom
4/27/2026 By Charles Payne, CEO & Principal AnalystIt's rather appropriate that the pendulum has swung back in favor of Intel, which launched the first microprocessor in 1971. Now, the company is hot. However, Intel CEO Lip-Bu Tan is guarded and on the call, noting the ratio of CPU (central processing unit) was 1 to 8 GPUs (graphics processing units
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