Editorial companion

What stands out

Tom White told Schwab Network that earnings, not geopolitics, are hauling markets higher this week, as Big Tech prints from Alphabet, Amazon and Microsoft added the muscle stocks needed to shrug off headlines. He also flagged Berkshire Hathaway beating and adding to its portfolio, and Meta Platforms releasing new artificial intelligence (AI) models, news that can change investor narratives faster than a tanker in the Strait of Hormuz. The clip is a tidy reminder that corporate cashflows and AI progress are driving price action even while energy and geopolitical feeds flash risk.