4/28/2026 - Only three sectors finished higher yesterday, but they
pulled enough weight to pull the index across the finish
line. The same names (SanDisk (SNDK) and Micron Technology
(MU)) continue to drive the market, but they have been
joined by the ‘Big Dog,’ making a monster Nvidia (NVDA)
stealth move. The grand slams are hitting air pockets like
Comfort Systems (FIX) did last Friday, after posting huge
numbers, and opening much higher; it got some back
yesterday....
Payne's Perspective: Did Someone Say, “Coiled Spring?”
4/20/2026 By Charles Payne, CEO & Principal AnalystThere has never been a greater divergence between semiconductors and software stocks. Even hardware enjoys its largest margin of strength against software, which was famously supposed to make hardware obsolete.We will keep an eye on the situation, but are confused about why we don't know the answer.
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