Paul Schatz sees significant risk to the stock market in the next four to six weeks as the number of stocks hitting year-long lows increases. However, he sees 2026 closing higher than current levels. Catalysts from Nvidia (NVDA) earnings to Fed Chair Kevin Warsh speaking at the Jackson Hole symposium are movers Paul sees opening the window to a tentative decline — and eventual rally back. He names stocks he likes right now, including Palo Alto Networks (PANW) and CrowdStrike (CRWD).