Charles is joined by Brendan Ahern, Chief Investment Officer at KraneShares, to discuss the massive revenue efficiency of private AI firms like Anthropic and OpenAI, Micron’s explosive growth as a key player in AI infrastructure, and a potential geopolitical breakthrough regarding Iran reopening the Strait of Hormuz. 
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Charles’ Take: Gearing Up for Blockbuster IPOS

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Charles is joined by Stockbrokers.com Director of Investor Research, Jessica Inskip, to discuss the security vulnerabilities exposed by AI models like Mythos, the top stock picks for the AI and cybersecurity sectors, and the impact of the EU AI Act taking effect in August 2026.
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Charles’ Take: AI Vulnerabilities & the Future of Cyber Investing

Charles is joined by Mario Veneroso, Kingsview Partners Wealth Manager, to discuss why improving fundamentals and technical charts signal a bullish market turn, the phenomenal growth of AI-driven plays like FTAI and CrowdStrike, and why UPS presents an attractive opportunity for investors through cost-cutting and high dividends.
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Charles’ Take: Bulls, Bear Traps, and the AI Gold Mine

Charles is joined by Rebecca Walser, Walser Wealth Management President, to discuss the resilience of the stock market despite a major geopolitical conflict, why the massive demand for AI memory and networking makes Micron and Jabil strategic "buys," and how Coherent's partnership with NVIDIA positions it as a key player in the AI backbone.
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Charles’ Take: Market Resilience Amid the Iran Conflict

Charles is joined by Hilary Kramer, Greentech Research Investment Analyst and portfolio manager, to discuss the resilience of the stock market , why the massive demand for AI fiber optics makes Lumentum a "buy" with 50% upside , and how Finium Therapeutics uses mushroom research to help veterans.


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Charles Take: Betting on AI Fiber and Fungi

Charles is joined by Eva Ados, COO of EntrepreneurShares LLC, to discuss the high-stakes potential of a SpaceX IPO and the company’s infrastructure moat, why they are bypassing OpenAI for the XOVR ETF, and the strong fundamentals of companies like Ubiquiti and Palantir. 
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Charles’ Take: Why SpaceX and xAI May Outpace OpenAI

Charles Payne is joined by Mike Green, Chief Strategist at Simplify Asset Management, to discuss Europe's "short-sighted" economic and energy policies, the geopolitical implications of U.S. control over the Strait of Hormuz, and why recent inflationary pressures from rising gas prices could lead to a powerful policy pivot rally.
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Charles’ Take: Rising Gas Prices and the Potential for a Fed Pivot

Charles Payne is joined by James Demmert, Main Street Research Chief Investment Officer, to discuss why the current market pullback is a normal correction within an eight-year AI-driven business cycle and to identify market opportunities in dominant "monopoly" tech players like ASML and Taiwan Semi, as well as undervalued sectors like healthcare and global energy.
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Charles’ Take: From Tech Infrastructure to Healthcare

Charles Payne is joined by Jason Ware, Chief Investment Officer at Albion Financial Group, to explain why private credit defaults won't trigger a 2008-style crash and why there is still value in stocks like Citigroup and Salesforce. 
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Charles’ Take: Systemic Risk or Investment Opportunity?

Charles Payne is joined by Jessica Inskip, Stockbrokers.com Director of Investor Research, to discuss navigating a potential bearish trading cycle through technical analysis of weekly moving averages and the implementation of cash-secured puts.
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Charles’ Take: The Future of Globalized US Markets

Charles Payne is joined by Nancy Tengler, Laffer Tengler CEO and Chief Investment Officer, to discuss debunking AI bubble fears through fortress balance sheets, her shift from Adobe and Salesforce toward "survivors" like ServiceNow and Palantir, and a disciplined strategy of trimming winners like Broadcom to maintain portfolio targets.
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Charles’ Take: Tough Time For Big Tech?

Charles Payne is joined by Scott Martin, Kingsview Partners CIO, to discuss the DOJ charging Supermicro with allegedly selling critical chips to China, the decision to dollar-cost average into the stock despite the scandal, and a strategy of using market volatility to add to fundamentally strong companies like Life Time.
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Charles’ Take: Supermicro’s Spy Novel Scandal

Charles Payne is joined by Kevin Mahn, Hennion & Walsh Asset Management President & CIO, to discuss Micron’s record-breaking quarterly earnings , how oil volatility and interest rate uncertainty are stalling the market , and why abandoning the metaverse for artificial intelligence could boost Meta’s value.
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Charles’ Take: The Future of the Metaverse

Charles Payne is joined by Walser Wealth Management President Rebecca Walser to discuss how fiat currency printing remains a greater economic disruptor than AI, the global shift toward blockchain technology and stablecoins, and why the recent market pullbacks in Uber and CrowdStrike present unique growth opportunities.
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Charles’ Take: The Return of the Luddites

Charles Payne is joined by BNY Wealth Head of Investment Strategy & Equities Alicia Levine to discuss how the war in Iran has triggered an increase in strength of the U.S. dollar,  why the conflict makes U.S. corporations more resilient than their international rivals, and why a massive repricing in tech and software presents a rare buying opportunity as rate cuts are priced out.
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Charles’ Take: War in Iran Sparks Dollar Surge

Charles Payne is joined by Kingsview Partners Wealth Manager Mario Veneroso to discuss why strong earnings and weak job data point to rate cuts, why the "Lag 7" will bounce back as the "Mag 7," and why Amazon remains a top pick alongside defensive plays like SCHD.
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Charles' Take: How the Lag 7 Becomes the Mag 7

Charles Payne is joined by Infrastructure Capital Management CIO Jay Hatfield to discuss why the bearish case against tech infrastructure is failing, how earnings blowouts from companies like Oracle and Broadcom are disproving this, and why he remains bullish on Amazon’s valuation and a tech-led market recovery as the Fed stays on hold.
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Charles’ Take: The Case for Tech Infrastructure

Charles Payne is joined by Capital Chief Investment Strategist Sonali Basak to discuss how geopolitical conflict and sticky inflation are impacting the K-shaped economy, why financials remain a focus despite market volatility, and why the Federal Reserve may be forced into "bad cuts" if the labor market continues to disappoint.
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Charles’ Take: Banking on Volatility

Charles is joined by Winthrop Capital Management CIO Adam Coons to discuss why AI and an aging population create long-term deflationary risks, how a "K-shaped" economy supports luxury retail names,, and why software leaders like Intuit and ServiceNow are attractive long-term plays as AI acts as a business model enhancer.
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Charles’ Take: The Case for Luxury Retail

Charles is joined by NewEdge Wealth Managing Director Portfolio MGR Jay Peters to discuss why the Iran conflict presents a long term buying opportunity in equities, how upward earnings revisions support a shift back into growth names like Microsoft, and why operationally efficient energy plays like EOG Resources remain attractive despite recent oil price surges.
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