5/21/2026 - It was a much better session than I assumed when I woke up
yesterday. President Trump made positive comments about the
end of the Iran Conflict, and that did the trick. But the
reaction wasn’t a sigh of relief; it was a race to find
post-conflict winners. Well-heeled consumers are flying
first class and cruising....
Payne's Perspective: AI Supercycle & Speed Bumps
5/11/2026 By Charles Payne, CEO & Principal AnalystThere are so many moving parts to the AI Supercycle that the underlying movement in stocks tends to move outside the dividend lines and dates. There is no question that semiconductors, memory, storage, photonics, and optics are crushing it, and Nvidia is building up ahead of its earnings release.
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