Editorial companion

What stands out

On Schwab Network Joe Tigay makes a clear, plain argument: Palantir (PLTR) for durable software leadership, Oracle (ORCL) for having already built much of the AI plumbing, and Palo Alto Networks (PANW) for an obvious rise in cybersecurity demand. That argument landed against recent public worries about artificial intelligence (AI) voiced by current and former Anthropic and OpenAI executives, which have made the risk side of the ledger louder. Rick Ducat then walks through the support and resistance lines you would care about if you trade these names rather than just own the story.