9/30/2026 - It was another lackluster session, with more than 60% of
components finishing lower yesterday. Overall, market breadth
improved, but new lows continue to dwarf new highs (a good
gauge of the market's pulse)....
Payne's Perspective: Dropping the Mix
9/21/2026 By Charles Payne, CEO & Principal AnalystA major shift from training to inference, sparking a renaissance in central processing unit (CPU) demand, which fell by half in 2025. Moreover, competition for AI server racks is increasing, even as growth is expected to peak in 2027. Don’t confuse that with growth stopping.
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