Charles Payne

speaker

432 appearances 1 recordings 1 series first heard Jul 2026 last heard 27 Jul

Charles Payne’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Rich Habits Podcast · 180: Is The AI Bubble Popping? w/ Charles Payne (Fox Business) · 27 Jul 2026 podcast

So it's not the Mag 7, but the layer beneath them, right?

We just started this whole thing off of Micron that's come out of nowhere to crack the top 10.

The software name, semiconductor names rather, through the, absolutely through the roof.

So it's not Mag 7, but still has been overwhelmingly tech.

Because they've taken hundreds of billions, soon to be trillions of their free cash, all that cash that they make, and have funneled it into this massive investment.

And so that money goes somewhere.

And it's reawakened stocks and industries.

And again, like the primary beneficiaries, of course, have been semiconductor companies.

But even as you start to drill down, right, photonics and optical, wow, what are these names?

You start to drill down.

There's just so many layers to this thing.

I got to tell you, every day I feel like I'm going to college.

Every night and every morning I'm reading and I may have to learn Korean or Japanese or both because since so much comes out of there, it's like a lot of this stuff is in the media and I'm like, no, give me the English translation.

But soon I may not need that.

The point is, is that...

All of that trillions of dollars seeping into this like the nooks and cranny of the market.

And each of these nooks are amazing opportunities.

So on one hand, listen, take advantage of those.

But you're starting to see research reports come out that are going to show this inflection point.

So, yeah, free cash flows here.

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