5/22/2026 - Major indices are higher with the S&P 500 on track for its
8th weekly gain, making it the longest streak since 2023.
Overall,
there is broad market strength and solid tech leadership
despite the latest consumer sentiment results (more below)....
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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