Editorial companion

What stands out

Steven E. Orr told Schwab Network viewers to look where the crowd has moved on, naming Microsoft as a rebound candidate, GE Aerospace as an ambitious turnaround, and Palo Alto Networks as a top cybersecurity play. The segment matters because it’s not a riff on speculative Artificial Intelligence (AI) hype, it’s a reminder that volatility hands chance to investors when revenues and profits still move the right way. For those tired of momentum froth, Orr’s checklist nudges you toward selective value in large-cap names.