Editorial companion

What stands out

Jay Woods warned on Schwab Network that September is predisposed to a pullback, arguing seasonal volatility plus a recent tech surge can knock over dominos. He specifically called Microsoft (MSFT) and Palantir Technologies (PLTR) "gapping and going" as names likely to lead either the stumble or the rebound, which matters because one is a market-weight software anchor and the other is a high-growth, high-beta analytics play. With MSFT showing steady profit and revenue expansion and PLTR posting much faster top-line and earnings gains, the clip is a reminder that not all tech pullbacks are the same, some are pauses, some are re-pricings.