9/28/2026 - Friday's session was the most hopeful of the week, as buying
was widely distributed. I also liked that software (IGV) and
semiconductors rallied together. Bloom Energy Corporation (BE)
rebounded after taking a hit midweek from Oracle’s (ORCL)
struggles in New Mexico....
Payne's Perspective: Dropping the Mix
9/21/2026 By Charles Payne, CEO & Principal AnalystA major shift from training to inference, sparking a renaissance in central processing unit (CPU) demand, which fell by half in 2025. Moreover, competition for AI server racks is increasing, even as growth is expected to peak in 2027. Don’t confuse that with growth stopping.
Read more.