5/11/2026
By Charles Payne, CEO & Principal Analyst

AI Revolution & Supercycle

There are so many moving parts to the AI Supercycle that the underlying movement in stocks tends to move outside the dividend lines and dates. There is no question that semiconductors, memory, storage, photonics, and optics are crushing it, and Nvidia (NVDA) is building up steam less than two weeks ahead of its next earnings release. Meanwhile, central processing units (CPUs) have become sexy again.

Last week’s winners were the usual suspects with the greatest momentum in the market. Their moves are based on revenue growth projections through 2029.

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Charles Payne
Wall Street Strategies