6/1/2026 - The ChatGPT rally is still chugging along, and history
suggests there is more upside, especially during the month
of June. This morning in Taiwan, Jensen Huang took center
stage and lived up to the hype in several areas. He talked
about AI creating jobs in health, and dismissed the notion
that AI would kill software....
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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