Editorial companion

What stands out

Paul Schatz warns the next four to six weeks could deliver a sharper market move as Nvidia reports and Fed Chair Kevin Warsh speaks at Jackson Hole, naming Palo Alto Networks and CrowdStrike as names to watch. Those two events are precise triggers: NVDA earnings test the AI growth story that has driven extraordinary top-line and profit gains, while Warsh could shift rate expectations and volatility. Add the ongoing conversation about whether Alphabet can challenge Nvidia and you have a combustible mix for a tentative decline and, if history repeats, a later rally.