Schwab Network
Schwab Network
0
Schwab Network is a financial podcast produced by Charles Schwab Media Productions Company. It offers insights and analysis on markets, investing, and economic trends. The content is provided for informational purposes only and is not financial advice.
Episódios
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Zscaler (ZS) CFO on Reaffirming FY27 Guidance, AI's Big Demand Tailwind 06.10.2026 8minKevin Rubin, CFO of Zscaler (ZS), joins Market on Close to discuss why the cybersecurity company reaffirmed first-quarter and full-year 2027 guidance during the firm's investor day. As Kevin explains, AI is becoming the biggest tailwind for Zscaler due to customer needs to fend off cyberattacks from AI agents. He talks about ways Zscaler is scaling to assist its growing customer base while protecting its own platform. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about -
What Rising Bond Yields Mean for the IPO Pipeline 06.10.2026 10minSamuel Kerr says rising sovereign yields with the US ten-year near 5.5% are spooking IPO investors and widening valuation demands. He sees investors keeping powder dry for Anthropic's roughly $100 billion IPO expected this quarter, while SpaceX (SPCX) carries more FOMO as a pure monopoly. Kerr expects Anthropic and OpenAI to return to markets repeatedly for capital given vast CapEx needs, and notes China's IPO market is hot with DeepSeek and Moonshot targeting Hong Kong listings while Europe struggles with wide discounts.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about -
When Will Bonds Start Competing With Stocks Again? 06.10.2026 8minPaisley Nardini, head of investment strategy at Tema ETFs, calls this a bifurcated market with 70% of S&P constituents trading below their 50-day average even as the index hits all-time highs. She sees the Mag 7's strong earnings justifying their valuations and expects AI demand to keep driving sectors beyond tech, naming Constellation Energy (CEG) and healthcare as beneficiaries. Nardini says fixed income is getting attractive with real yields at decade highs, and bond yields near 6% or an earnings miss could finally pressure equities.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about -
How Tokenization and ETFs Are Driving Crypto's Comeback 06.10.2026 5minInjective's Mirza Uddin says the failure of the Clarity Act turned out to be a blessing as the CFTC and SEC stepped in with innovation exemptions, giving builders clearer rules for the next five years. He sees tokenization of stocks, bonds, and real estate as crypto's biggest economic catalyst, with ETFs driving broader adoption among traditional investors. Uddin expects Bitcoin and Ethereum to keep benefiting regardless of midterm outcomes and says Injective is launching its own ETF later this year.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about -
American Reindustrialization Could Be a Mega Long-Term Opportunity 06.10.2026 6minSam Klar, Portfolio Manager of the GMO Domestic Resilience ETF (DRES), says American reindustrialization has three major supports: bipartisan policy tailwinds, corporate America reshoring from China, and defense spending to counter a rising China. He takes a picks-and-shovels approach focused on quality and value, owning Union Pacific (UNP), Martin Marietta Materials (MLM), Jacobs Solutions (J), C.H. Robinson (CHRW), and Northrop Grumman (NOC). He sees the midterm elections as a clearing event since reindustrialization is bipartisan.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about -
Quantum Computing's Steps to Commercialization & What Sets IONQ Apart 06.10.2026 8minThe public markets don't reflect the long timeline it will take to make quantum computing technology profitable on a mass scale, says Cory Johnson. He compares quantum to "science experiments" that need more time to go beyond baby steps of revenue generation. That said, Cory sees IonQ (IONQ) as a unicorn among peers. Brendan Cavanaugh agrees that it will take time to develop the technology but sees strong use cases for it in the future. He points to the U.S. government's involvement in funding quantum tech as a key factor. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about -
AAPL Perfect "Mouse Trap" for AI: Lance Roberts on Outlook Beyond iPhone Duo 06.10.2026 9minLance Roberts believes Apple (AAPL) still has the "better mouse trap" for AI optimization despite a slower rollout in the evolving technology. He explains how the Mag 7 giant remains a core technology stock due to its wide reach across Wall Street, pointing to its iPhone Duo and iPhone 18 cycle as the next growth catalyst. Lance adds that a recent rally in tech stocks will lift Apple as well. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about -
How HPE's Juniper Acquisition Strengthens AMD Partnership, AI's Networking Reach 06.10.2026 8minHPE (HPE) shifting from a compute company into a networking company is something Zeus Kerravala sees as a positive shift for the firm's growth potential. He explains how Juniper technology, obtained through HPE's acquisition of Juniper Networks, gives the company added leverage with its AMD Inc. (AMD) partnership. Zeus then turns to HPE's role in the greater networking space amid AI's continuous acceleration. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about -
Ca$htag$: Can Modelo and Pacifico Save Constellation Brands Earnings? 06.10.2026 7minLikeFolio's Andy Swan says Constellation Brands (STZ) is in a strong position despite industry pressure, with Modelo and Pacifico seeing year-over-year gains while domestic beers like Bud Light and Coors Light decline. He assigns a moderately bullish earnings score of plus 33, noting the stock is in value territory and a turnaround is possible into this earnings call or the next. Swan says GLP-1 drugs and a post-Covid hangover are weighing on alcohol consumption but believes the decline is cyclical.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about -
AI Agents That Hack v. Ones That Get Hacked: Why Cybersecurity Will Ramp Up 06.10.2026 5minChris Latimer, co-founder and CEO of Vectorize and co-founder of Mattermost, Ian Tien, say agentic AI shifts the risk from what AI says to what it does, with AI agents that hack and agents that get hacked. They say infrastructure for agent identity, security, and controls barely exists yet, and external attacks pose greater scale while internal insider threats remain newer and harder to gauge. Both see industry calls for federal AI guardrails as overdue, with Alphabet (GOOGL) and Meta Platforms (META) among those testifying before lawmakers.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about -
Lifetime Brands CEO on Winning Market Share in a Tough Home Goods Market 06.10.2026 6minRob Kay, CEO of Lifetime Brands (LCUT), says a $40.1 million tariff refund let the company pay down debt and strengthen its balance sheet. Sales grew over 7% to $141.6 million even as broader home category unit volumes fell 8%, with gains driven by off-price retailers like TJX Companies (TJX) and Ross Stores (ROST), warehouse clubs like Costco (COST), and e-commerce. Kay says consumers are eating at home more due to restaurant inflation, benefiting tabletop lines, but he's keeping full-year sales guidance cautious with no robust end market in sight.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about -
The Big 3: COHR, BE, NOW 06.10.2026 14minProsper Trading Academy's Mike Shorr touches on trading opportunities he sees powering the AI trade. He takes investors through his example options trades for Coherent (COHR), Bloom Energy (BE), and ServiceNow (NOW). Kevin Green offers investors a glimpse into his technical analysis through the stock charts. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about -
AI Rally Strengthens Eddie Ghabour's Bull Case, Sees Crude Topping & ETFs Rallying 06.10.2026 7minThe latest market moves are strengthening Eddie Ghabour's outlook for 2026 and into 2027. The S&P 500 (SPX) and Nasdaq-100 (NDX) rallying to new record highs in face of rising Treasury yields is something he believes backs a strong bull thesis. Eddie doesn't show any concern until technical and key economic indicators begin to waver. He also makes the case that crude oil is topping and Treasury yields are in the "eighth or ninth inning" of their rally. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about -
Can Constellation Brands Bounce Back From Its Worst Stretch in Years? 06.10.2026 9minKevin Mahn says the alcohol consumption decline is overplayed, with global volume down just 2% and developing markets like India, Mexico, and Brazil still expanding. He sees value in Constellation Brands (STZ) at under 10x forward earnings and a 3.6% dividend yield, but is not a buyer yet due to industry headwinds. Tom White then demonstrates an example trade using STZ.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about -
AMD Hits All-Time High, CEO Sees "Very High" Demand Amid PT Hikes 06.10.2026 5minAMD Inc. shares (AMD) tapped a new record as CEO Lisa Su sees "very high" chip demand in the coming years. Alex Coffey discusses what is driving the commentary from leadership, as well as the key metrics behind price target hikes from Citigroup and Mizuho. Tim Biggam offers an example options trade for AMD. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about -
AI "Locomotive" to Stock Market, Institutional "Catch-Up Trade" Adds Fuel 06.10.2026 6minAI is the "locomotive" to the stock market, says Charles Schwab's Nathan Peterson. While tail risks exist for equities, "until it really begins to hit the consumer," there's not much concern to follow the trend, says Nate. He emphasizes how an institutional "catch-up trade" in tech will lift stocks despite lingering macro pressures. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about -
'Tech or Bust' as Bonds Loom Over the AI Boom 06.10.2026 8minJake Dollarhide, CEO of Longbow Asset Management, calls the market "tech or bust" and says stripping out energy and tech leaves you down for the year. He sees utilities as the obvious backdoor trade for AI power demand, citing Alphabet (GOOGL) and Constellation Energy's (CEG) nuclear deal and Microsoft (MSFT) repurposing Three Mile Island. He warns that new 6% corporate bond coupons create competition for capital and that rising rates could eventually crack the AI trade.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about -
SPX & NDX Hit Record Highs as Crude Oil Slides to Key Support 06.10.2026 8minMarket breadth expanding as both the S&P 500 (SPX) and Nasdaq-100 (NDX) hit new record highs. Kevin Green talks about how Tuesday's trading action can lead to an even stronger session, highlighting options activity that suggests more upside. Another point of interest KG mentions: international trade in goods and services. Crude oil is hitting a key support level per KG's analysis, though a bounce to $95 is not outside the realm of possibility as supply faces lasting headwinds. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about -
Tuesday's First Moves: ZS Updates Guidance, NOW PT Hikes, NKE Downgrade 06.10.2026 5minZscaler (ZS) shares surged after reiterating guidance ahead of its investor day. Diane King Hall explains how the demand for cybersecurity amid AI's acceleration is powering a need for the company. Elsewhere in tech, Stifel raised its price target for ServiceNow (NOW). Diane then addresses lingering weakness in Nike (NKE), not helped by a downgrade from Berenberg. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about -
Profits Are the Rainbow Hiding Behind the Yield Rain 06.10.2026 6minDavid Wagner says profits matter more to equities than yields right now, and he's not worried about the absolute level of rates. He argues against moving into fixed income, preferring to over-own risk assets like hyperscalers and high-quality small caps. Wagner sees the debt-to-GDP ratio improving and calls the economy a "rainbow" worth embracing despite the rain.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
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