Editorial companion

What stands out

A maritime embargo near the Strait of Hormuz is back in headlines, but Schwab's Kevin Hincks points out that Alphabet, Tesla, Intel, and Boeing earnings could drown out the geopolitics. The scheduled reports will show whether ad and cloud revenue are still carrying big tech, whether electric vehicle sales and margins are stabilizing at Tesla, if Intel's chip turnaround has traction, and whether new jet orders are turning into durable revenue for Boeing. For active investors, the week is a quick, concentrated test of narrative versus numbers.