Editorial companion

What stands out

Tuesday's clip captured a classic post-earnings divergence, Coca-Cola popped and raised guidance while Royal Caribbean beat the quarter but trimmed its revenue target. For investors this highlights a simple rule, staples with pricing power and steady margins trade very differently than cyclicals with big top-line recoveries but squeezed profits. Schwab Network also flagged PayPal's rebound, which matters for sentiment, yet the cleaner takeaway is how guidance, not just headline beats, can re-rate stocks quickly.