6/4/2026 - It was something of a sloppy session yesterday, and the
start of profit-taking in Technology (XLK) ahead of the
SpaceX IPO. For the broad market, momentum (SPMO) still
dominated, but at a slower pace than prior sessions.
Momentum has gone straight up just as several of the hottest
names in the market, including Sandisk (SNDK) and Western
Digital Corp (WDC), have over the past two months....
Payne's Perspective: Everyone's Talking About SpaceX
5/26/2026 By Charles Payne, CEO & Principal AnalystWe have morphed from the Cloud Era to the Gen AI Era, $435B up 5X since 2024, and it's turned everything upside down. Software (IGV) was once eating the world, capturing 70% of application gross profits, followed by infrastructure and, finally, hardware.
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