5/6/2026 - Yesterday was another record day, with the market boosted by
the suspension of ‘Operation Freedom’ (Project Freedom),
which offered hope of a resolution in the Iran Conflict. All
S&P 500 (SPX) sectors were higher, led by Materials (XLB).
But it was the Technology (XLK) Sector that continued to
drive the gains. Materials have been super-hot all year, and
now rare earths are hinting at a takeoff....
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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