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

I mean, like, you know, we're dying off.

All of a sudden, we've got something to live for.

I'm a boy, you're a girl.

Okay, so they discovered the birds and the bees.

That's how great the rally's been.

And so that part of it, you know, it's a sidebar.

There may be a little bit of unwinding to go.

I read somewhere maybe 70, 80% of the retail side over there maybe has to be washed down a little bit more, maybe 50% on the institutional side.

The government has stopped those levered ETFs.

which is, you know, we've thought about that in this country too, because it does invite the sort of crazy gambling stuff and risk that, you know, listen, it's amazing when they go up, it's painful and confusing when they go down.

So the fundamental part of this, I think, goes on.

Now, somewhere along the line,

Maybe someone figures out a way to get these KV caches to expand them somehow or to get around this.

China's got a company, CMXT, just listed on Hong Kong.

It was 212 times oversubscribed, the IPO, the listing.

They have a very cheap version of this that they're trying to get on the market.

And Apple has threatened to use it, which I think is kind of interesting in a sense that a couple of years ago, Micron begged Apple,

to pay more.

I mean, they had to beg them.

Apple had them over a barrel.

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