5/1/2026 - The market is higher with early strength culminating in
record highs for the S&P 500 and Nasdaq Composite. Apple
(AAPL) is extending its earnings momentum across mega-tech
names. In fact, Apple’s gain has been helping the Technology
sector (XLK) be at the top of the leaderboard. In addition,
Microsoft (MSFT) and other software names are reclaiming
some of yesterday’s losses....
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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