5/7/2026 - All the major equity indices were higher, with the NASDAQ
Composite setting the pace. It felt like the market was on
autopilot yesterday, which was at once thrilling but also
worrisome. The great news is that we're seeing winning
participation. Of course, it was Technology (XLK) names that
did the heavy lifting. Industrials (XLI) led the way, with
transportation being the strongest component. Energy (XLE)
stumbled, and Utilities (XLU) were also deeply in the red....
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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