Editorial companion

What stands out

On Schwab Network, Sydney Armani leaned into a simple point: Nvidia's rally is no fluke, management is modeling 2028 revenue surges and the company's grip on data-center software means it is moving from parts supplier to platform owner. The segment matters because Armani then pushed viewers past the halo stock toward real opportunities, naming orbital data centers and satellite communications as where data infrastructure, not rockets, will make money, and he put Moderna in the AI-healthcare crosshairs with drug discovery and cancer vaccine work.