9/29/2026 - Major indices are lower after spending much of the morning
near their unchanged levels as elevated yields and weak
breadth offset the support from lower oil prices and a
rebound in chip stocks. Internals continue to be a hot mess
with the percentage of S&P 500 stocks trading above their
200-day moving average imploding to around its lowest level
of the year....
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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