The Next Big Thing

Charles Payne gives Rob Luna, CEO of Valtrion, a victory lap on Braze, which Charles expects to be the week’s top percentage gainer, and runs through other names Rob has highlighted: GitLab, Zeta Global and JFrog.

Rob Luna joins Charles Payne on Fox Business’ Making Money to break down why utilities, the “slam dunk” data center power trade, have struggled, how rising 10-year yields are weighing on income-focused sectors, and what’s really happening beneath the surface of a market sitting near all-time highs.

Valtrion CEO Rob Luna joins Charles Payne on Fox Business’ Making Money to break down where he’s putting money to work in a shaky market — and why small-cap AI names could be the next Microsoft or Google. Rob covers GitLab’s blowout earnings, an under-the-radar AI marketing play, Monday.com’s quiet turnaround story, and what he’s telling entrepreneur clients about navigating the Fed and inflation right now.