8/5/2026 - It was a monster session. It was so good that the bears
found all kinds of historic parallels to past market tops.
But I think it’s a mistake to ignore the velocity of the
rebound of the past four days. The fact of the matter is
that the market sold off on exogenous factors rather than
fundamentals. The irony is the fundamental argument for
being in the market strengthened in July....
Payne's Perspective: Jensen to the Rescue
7/27/2026 By Charles Payne, CEO & Principal AnalystEveryone agrees that China's Moonshot stole from Anthropic to propel the rapid advancement of Kimi K3 (see below). But the debate has moved on to cybersecurity, frontier models versus open-source models, and the nature of competition. Jensen Huang made his first X post to back open-weight AI.
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