11/11/2026 - Major indices are higher with Technology (XLK) doing the
heavy lifting. Neocloud names got a sentiment boost after
CoreWeave (CRWV) results did not add further worries to the
narrative that has faced extreme volatility over the past
month. Semiconductors are seeing strong action with Nvidia
(NVDA) rebounding and higher for the first time since the
CEO Jensen Huang news. The stock is still down about 14%
month-to-date and has lost around $700 billion in market
value....
Payne's Perspective: Dislocation Runs Amok
11/2/2026 By Charles Payne, CEO & Principal AnalystAt the start of the dotcom implosion, the rest of the market also outperformed tech badly. For several fundamental reasons, I don’t see the same scenario. I am on guard because warnings and misses usually come after a peak, but again, based on fundamentals and valuations, this is not the same.
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