4/29/2026 - An article in Axios called yesterday’s session a “monetary
panic,” after an article in the Wall Street Journal
suggested OpenAI was behind in subscribers and revenue
milestones. There are names closely associated with OpenAI
that took it on the chin, but even in the grand scheme of
things, I wouldn’t say it was a full-blown panic....
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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