5/21/2026 - The market is stabilizing, taking a modest step back from
yesterday’s rally. The first recovery attempt failed after
reports from an Iranian leader saying near-weapon-grade
uranium should not be sent abroad. This created doubts about
the progress of the peace talks between the US and Iran and
sent oil prices climbing back over $107....
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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