“This is the blockbuster week," Robert Schein says. “It’s going to tell us everything we need to know.” He notes that right now, 2026 earnings are expected to be better than in 2025. As to the Fed, “we believe in September, we will see a cut,” he says, and maybe another in December. His stock picks right now include Apple (AAPL), which he says just needs a product refresh and D.R. Horton (DHI), which he considers the strongest of the homebuilders.