Editorial companion

What stands out

Tim Bohen appeared on Schwab Network and argued that cybersecurity tailwinds, Dell’s momentum, and Apple’s AI product push could prolong the market’s bull run, while Rick Ducat supplied the chart math. The clip matters because it matches concrete ideas, CrowdStrike for cyber exposure, Dell for a hardware rebound, Apple for AI-led product cycles, with short-term technical readings, giving investors a simple rubric for whether to lean into the rally. It’s a neat example of stories and price action reinforcing each other.