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  • Charles’ Take: AI Software & Chips Steal the Show

    Charles’ Take: AI Software & Chips Steal the Show
    2026/08/13
    Charles is joined by Tigris Financial Partners CIO Ivan Feinseth to discuss why software apps like MongoDB and Monday.com still have room to run, how chipmakers Micron and Nvidia dominate the AI tech boom, and why Twilio is cashing in on automated customer support. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    6 分
  • Charles' Take: Zukerberg's A.I. Vision

    Charles' Take: Zukerberg's A.I. Vision
    2026/08/12
    Charles is joined by Founders ETF Partner and Portfolio Manager Mike Monahan to discuss why Mark Zuckerberg's heavy investments in Meta face short-term Wall Street pushback, how hyperscalers and AI infrastructure firms are navigating the current compute shortage, and why the rapid rise of web bot traffic is altering the broader investment landscape. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    5 分
  • Charles’ Take: AI Wins, Software Recovers, and Cava Rules the Menu

    Charles’ Take: AI Wins, Software Recovers, and Cava Rules the Menu
    2026/07/23
    Charles Payne is joined by Hilary Kramer, Portfolio Manager at Greentech Research, to discuss how recent software market weakness validates the ongoing AI boom, share expectations for Google's earnings, and highlight investment opportunities in E-commerce leader Shopify, fast-casual restaurant chain CAVA, and early-stage oncology biotech Pyxis Oncology (PYXS). Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    6 分
  • Charles' Take: A New Fed Era? Federal Reserve Policy & Market Outlook

    Charles' Take: A New Fed Era? Federal Reserve Policy & Market Outlook
    2026/07/22
    Charles Payne is joined by Jeffrey Gundlach, Founder, CEO, and CIO at DoubleLine Capital, to discuss why potential Fed leadership under Kevin Warsh could actively lead the market, how to address Chinese IP theft, and why second-half market strategy should focus on strong credit fundamentals and an improving stock market ahead of earnings season. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    9 分
  • Charles' Take: Key Catalysts for the Next Market Rally

    Charles' Take: Key Catalysts for the Next Market Rally
    2026/07/21
    Charles is joined by Ivan Feinseth, CIO and Director of Research at Tigris Financial Partners, to discuss why recent AI pullbacks present a prime buying opportunity, the multi-year build-out in AI infrastructure, and why names like Oklo, SanDisk, and Google are positioned for long-term growth. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    8 分
  • Charles’ Take: How to Play the Market’s Latest Mood Swings

    Charles’ Take: How to Play the Market’s Latest Mood Swings
    2026/07/18
    Charles Payne is joined by Danielle Shay, Vice President of Options at Simpler Trading, to discuss why current market conditions present unique technical opportunities, from a retail rotation into names like Costco and Walmart to strategically trading the pre-earnings rally in Nvidia, while also looking at potential shorting opportunities in downward-trending stocks like Netflix, IBM, and ServiceNow. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    10 分
  • Charles’ Take: Why Political Roadblocks Won't Stop the Tech Boom

    Charles’ Take: Why Political Roadblocks Won't Stop the Tech Boom
    2026/07/17
    Charles Payne is joined by Rebecca Walser, Chief Investment Officer at Walser Wealth Management, to discuss how political resistance and soaring energy costs threaten America's lead in the AI race and why market volatility shouldn't shake tech investors, and to identify market opportunities in tech and networking giants like Microsoft and Belden, as well as disruptive innovators like Netflix. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    10 分
  • Charles’ Take: Buy the Semiconductor Dip or Run for Cover?

    Charles’ Take: Buy the Semiconductor Dip or Run for Cover?
    2026/07/16
    Charles Payne is joined by Jessica Inskip, Director of Investor Research at Stockbrokers.com, to discuss how post-earnings sell-offs and overseas leverage are driving current market volatility. They explore buying opportunities for long-term investors amid pullbacks in semiconductor leaders like ASML, Micron, and Taiwan Semiconductor, while also assessing shifting software and hardware demands and noting potential headline risks in upcoming mergers and acquisitions. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    7 分