7/27/2026
By Charles Payne, CEO & Principal Analyst

AI Controversy and Wagon Circling

Everyone agrees that China's Moonshot stole from Anthropic to propel the rapid advancement of Kimi K3 (see below). But the debate has moved on to cybersecurity, frontier models versus open-source models, and the nature of competition.

Jensen Weighs In

Jensen Huang made his first X post to back open-weight (source) AI.

From the start, the clearest fact about open-weight models is that they’re compute-hungry beasts and need to spend a lot of money to compete truly. That means, from an economic point of view, it's great for everyone but potentially frontier models in America.

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Charles Payne
Wall Street Strategies