7/14/2026 - Major indices are heading higher following this morning’s
better-than-expected CPI data. Six sectors are moving higher
with Technology (XLK) out in the front as semiconductors
rebound, albeit software names are moving lower.
Communication Services (XLC) is the runner-up and getting a
boost from its mega-cap components. Meanwhile, the more
defensive sectors of Health Care (XLV) and Consumer Staples
(XLP) are at the bottom of the list....
Payne's Perspective: Rotation Time
7/6/2026 By Charles Payne, CEO & Principal AnalystData center spending has only just begun, and I don’t doubt that the final tally will exceed the trillions of dollars already expected. Consider the train to nowhere in California, which voters approved as a $33 billion project, but is now expected to be $230 billion.
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