Editorial companion

What stands out

Joe Tigay's quick take, Costco as an inflation hedge and Caterpillar tied to the artificial intelligence (AI) buildout, is the kind of practical framing that matters when headlines sprint and capital allocation is slow. Schwab Network paired that with Rick Ducat's chart reading, so you get both why these names are interesting and what the market is pricing right now. For investors, it is a tidy reminder that good business stories and short-term technical noise often diverge for months.