Podcasts about Zscaler

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcOne of my direct mentors was Larry Hite, the first billion-dollar hedge fund manager… and today, I'm breaking down one of the most powerful options lessons he ever taught me.In this deep dive, we explain how rolling deep-in-the-money options can create futures-like leverage on individual stocks, while keeping risk controlled through position sizing, ATR, and strict exit rules. This is the same core idea behind using options for capital efficiency: control more stock exposure without tying up your entire portfolio.We walk through exactly how rolling works using real trades in Apple, Everpure, Okta, and Zscaler. Instead of selling winners too early or shrinking position size as a trade works, rolling lets you take partial profits, free up capital, reduce risk, and keep the trade alive at full size.That's the ninja hack.We compare what would have happened if the original options were never rolled versus what actually happened after rolling. The result? Similar or better profits in several cases, but with significantly less risk still left on the table.✅ Larry Hite's deep-in-the-money options lesson✅ Why rolling options can reduce risk without cutting position size✅ ATR position sizing and consistent dollar risk per trade✅ Apple, P, OKTA, and ZS roll examples✅ Bank and Ride, roll credits, extrinsic value, delta, and spreads✅ Sector Intelligence Map and VEEE's explosive moveIf you've ever wondered how professional traders stay in big winners without panicking out too early, this episode shows the math, mechanics, and psychology behind it.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Katie Bullard helped take DiscoverOrg from $30 million to $300 million in revenue, then served as president of A Cloud Guru and Red Canary through exits to Pluralsight and Zscaler. She joins AJ Bruno and Asad Zaman to break down what actually changes for operators in an AI-first world. From why "AI native" is not a growth strategy, to how to align the CRO, CFO, and product team around a single growth plan. Topics include building for customer value before chasing AI ARR, the move from seat-based to consumption pricing, and why 70% of the old playbook for hiring a great executive is suddenly out of date. Also: a reality check on AI accuracy across multi-step work. Plus, a Bulls and Bears debate on whether $200 a week is the real ceiling on AI's value. Key Takeaways: - AI has to earn its keep in customer value, not exist for its own sake. As Katie put it: "Too many companies, I would say, are focusing on the technology … and not on the customer value." Her fix is to ground every AI investment in the ROI it drives for a customer before worrying about the AI ARR label investors keep asking about. - The profile of a great executive is being rewritten in real time. Katie's warning for anyone with a strong track record: "the classic operator of a $100 million business actually will not be particularly successful in a $100 million business today that is redefining itself." She estimates 70% of the pattern-matching investors and recruiters used to hire CROs, CFOs, and CEOs is now out the window, replaced by a hunt for learning velocity over past wins. - AI's success with code does not automatically transfer to the rest of the org. Asad Zaman, CEO at STA, ran the math: "if you take the best model … against any one step … it has 95% accuracy … if you do a 20-step process … that same model achieves 37% accuracy." His point is that stacking agents to cover that compounding error only works when you spend enough compute to make the task uneconomical. - The AI-native shift is already changing how companies hire and build. AJ Bruno, CEO at QuotaPath, said flatly that "Our engineers aren't writing code at all," noting roughly 90% of the company's code now comes from either Cursor or Claude, and framed AI-enabled services at above 70% margin as QuotaPath's real growth engine for 2027. Connect with the Hosts & Guests: Host: AJ Bruno, CEO at QuotaPath - https://www.linkedin.com/in/ajbruno3/ Host: Asad Zaman, CEO at STA - https://www.linkedin.com/in/azaman1/ Guest: Katie Bullard, Board Member & Strategic Advisor - https://www.linkedin.com/in/katiebullard/ Topline is more than a YouTube Channel: Subscribe to Topline Newsletter: https://toplinemedia.substack.com/ Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech: https://www.joinpavilion.com/topline-podcast Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast: https://www.joinpavilion.com/topline-slack Chapters:  00:00 Introducing Katie Bullard 05:24 The $30M to $300M Playbook 09:58 Operating In The Age Of AI 15:54 Aligning The CRO And CFO 23:26 AI Native Is Not A Strategy 25:35 Value First, Then Pricing 26:51 The AI ARR Valuation Puzzle 41:11 Inside The Red Canary Exit 45:35 Betting On AI-Enabled Services 49:15 Rewriting The Hiring Profile 52:51 The Executive Hiring Reset 58:24 The AI Accuracy Reality Check 1:01:16 Why Humans Still Hold The Pen 1:04:53 Bulls and Bears

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcThe market bounced today even with more Iran headlines… but underneath the surface, the setup is getting more complicated.In this breakdown, we review the full Plan M portfolio, with eight of nine positions green on the day, while still following the same process: reduce risk first, check exits, then decide whether any new trades actually qualify. SPY and QQQ are recovering, put/call sentiment is getting more bullish, and support is still holding. But breadth is contracting, fewer stocks are hitting new highs, and OVTLYR market breadth has crossed bearish.That means no new Plan M trades today.We also walk through the current positions: Robinhood, Roblox, Zscaler, Dynatrace, GameStop, Okta, Apple, Coke, and P. Dynatrace triggered a sell signal, so that trade gets closed. Apple hit a roll point, which gave us a chance to reduce risk and keep the trade alive. That's the point of the plan: exits, rolls, order blocks, earnings, and stops all get checked the same way every time.We also look at the new OVTLYR Sector Intelligence Map, showing how to find the strongest sectors, strongest industries, and strongest stocks without guessing.✅ Market bounce, Iran headlines, SPY, QQQ, and support levels✅ Plan M portfolio review and exit checklist✅ DT sell signal, Apple roll, and risk reduction✅ HOOD, RBLX, ZS, DT, GME, OKTA, AAPL, KO, and P✅ OVTLYR Sector Intelligence Map and sector rotationIf you want to see how professional trade management works after the entry, this one shows the process in real time.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR:    • OVTLYR: Your Trading Intelligence Platform  The market got hit with another Iran headline… but the reaction may be more bullish than it looks on the surface.In this breakdown, we look at what happened after Donald Trump said there was no more Iran ceasefire. The market opened with plenty of red, VIX spiked, oil moved higher, and my portfolio got hit with a monkey hammer. But instead of panic selling, we walk through the actual plan and explain why there may be nothing to do on most of these trades.SPY is still holding inside a bullish support order block, Nasdaq recovered from early weakness, RSP continues to outperform SPY, and breadth under the surface still looks strong. Nearly 60% of stocks are above their 50-day and 200-day moving averages, new highs and new lows remain constructive, and the dollar is finally pulling back after putting pressure on stocks, gold, silver, and oil.We also review the current Plan M trades: Robinhood, Roblox, Zscaler, Dynatrace, GameStop, Okta, Apple, Coke, and P. The exit checklist stays the same: sell signals, 10/20 bearish crosses, order blocks, earnings, and stop points. No signal, no exit.✅ Iran ceasefire headlines, market selloff, VIX spike, and oil move✅ SPY, Nasdaq, RSP vs SPY, breadth, new highs, and new lows✅ HOOD, RBLX, ZS, DT, GME, OKTA, AAPL, KO, and P trade updates✅ Bank and Roll rule, risk reduction, and taking profits on red days✅ New OVTLYR Sector Intelligence Map and “God mode” sector rotationIf you want to see what it looks like to manage trades like a professional instead of emotionally reacting to headlines, this one walks through the whole process.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcThe market finally set up in a way I haven't seen in a while… and today, Plan M went live.In this breakdown, I walk through the exact process I used to move out of cash, free up capital, and start putting new trades on step by step. SPY is back in a bullish trend, the market has a fresh buy signal, breadth is improving, RSP is breaking out versus SPY, put/call sentiment is getting more bullish, more stocks are above their 50-day and 200-day moving averages, and yields plus the dollar are finally moving in a more stock-friendly direction.We also talk through why I'm changing my “sit in cash and don't mess it up” vehicle from SGOV to BOXX, how dividends and resets can affect the way the position looks on paper, and why cash management matters when you're waiting for the next real setup.Then we run the Plan M screener live, using sector strength, relative greed, buy signals, uptrends, volume, positive backtests, and order blocks to narrow the market down. From there, I open trades in Robinhood, Roblox, Zscaler, Dynatrace, GameStop, and Okta while skipping names that failed the final checklist.✅ Plan M market setup and full trade walkthrough✅ SPY trend, breadth, RSP vs SPY, rates, dollar, and buy signals✅ Moving from SGOV to BOXX for cash management✅ Sector Intelligence, relative greed, screeners, and order blocks✅ HOOD, RBLX, ZS, DT, GME, OKTA, Uber, Celsius, and moreIf you want to see what it looks like to trade with a real plan instead of guessing, this one shows the full process from market setup to entries to exit planning.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

SummaryIn this episode of the Blue Security Podcast, hosts Andy Jaw and Adam Brewer discuss Andy's career transition from Microsoft to Zscaler, the return of the AI model Fable and its user experience, and a critical SharePoint vulnerability that has caught CISA's attention. They delve into the implications of these topics for security professionals and the importance of staying updated on actively exploited vulnerabilities.----------------------------------------------------YouTube Video Link: ⁠⁠https://youtu.be/3VbR22krL-w----------------------------------------------------Documentation: https://www.bleepingcomputer.com/news/artificial-intelligence/claude-fable-relaunch-disappoints-users-with-nerfed-performance/https://msrc.microsoft.com/update-guide/vulnerability/CVE-2026-45659https://www.cisa.gov/known-exploited-vulnerabilities-catalog----------------------------------------------------Contact Us:Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bluesecuritypod.comBluesky: https://bsky.app/profile/bluesecuritypod.comLinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/bluesecpodYouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/c/BlueSecurityPodcast-----------------------------------------------------------Andy JawBluesky: https://bsky.app/profile/ajawzero.comLinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/andyjaw/Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠andy@bluesecuritypod.com⁠----------------------------------------------------Adam BrewerTwitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/ajbrewerLinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/adamjbrewer/Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠adam@bluesecuritypod.com

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcThe market finally set up in a way I haven't seen in a while… and today, Plan M went live.In this breakdown, I walk through the exact process I used to move out of cash, free up capital, and start putting new trades on step by step. SPY is back in a bullish trend, the market has a fresh buy signal, breadth is improving, RSP is breaking out versus SPY, put/call sentiment is getting more bullish, more stocks are above their 50-day and 200-day moving averages, and yields plus the dollar are finally moving in a more stock-friendly direction.We also talk through why I'm changing my “sit in cash and don't mess it up” vehicle from SGOV to BOXX, how dividends and resets can affect the way the position looks on paper, and why cash management matters when you're waiting for the next real setup.Then we run the Plan M screener live, using sector strength, relative greed, buy signals, uptrends, volume, positive backtests, and order blocks to narrow the market down. From there, I open trades in Robinhood, Roblox, Zscaler, Dynatrace, GameStop, and Okta while skipping names that failed the final checklist.✅ Plan M market setup and full trade walkthrough✅ SPY trend, breadth, RSP vs SPY, rates, dollar, and buy signals✅ Moving from SGOV to BOXX for cash management✅ Sector Intelligence, relative greed, screeners, and order blocks✅ HOOD, RBLX, ZS, DT, GME, OKTA, Uber, Celsius, and moreIf you want to see what it looks like to trade with a real plan instead of guessing, this one shows the full process from market setup to entries to exit planning.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Seller productivity is being redefined in real time, and the divide is no longer about effort or experience. In this segment, Alex Varel shares a grounded look at how AI is already reshaping the role, from a RevOps leader training multiple agents in a single weekend to the expectation that sellers will augment their own output. The conversation highlights a growing reality for revenue teams: those who get hands-on with AI will operate at a different level, while those who don't risk falling behind faster than they expect. Alex Varel is EVP of Worldwide Sales at Cerebras Systems, where he leads global go-to-market efforts at the forefront of AI infrastructure. He has built and scaled high-performing teams across MongoDB, Zscaler, and Multiverse, driving growth through IPO, hyper-scale expansion, and emerging technology shifts. Connect with Alex: LinkedIn Resources mentioned: "The Power of Myth" by Joseph Campbell "AI Superpowers" by Kai-Fu Lee “Leonardo da Vinci” by Walter Isaacson "No Country for Old Men" by Cormac McCarthy "The Road" by Cormac McCarthy “The Founders: The Story of Paypal and the Entrepreneurs Who Shaped Silicon Valley” by Jimmy Soni Listen to the full episode: How AI Is Rewriting the Sales Playbook and Raising the Bar on Human Performance with Alex Varel Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management

Public software companies have taken a beating in recent months, says Steve Koenig, pointing out opportunity in the valuation resets for stocks in the sector. He considers AI a "disruptive force" but not to all software companies. Cybersecurity is one corner of the software suite he sees benefitting from the AI boom, calling Zscaler (ZS) a well-positioned company. Tom White offers an example options trade for Zscaler. ======== 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

Desde robos de 25 millones de dólares mediante videollamadas falsas ️‍♂️ hasta la clonación de voz, las reglas del juego han cambiado. En este vídeo analizamos la transición de los antivirus tradicionales ️ a los agentes autónomos de IA y por qué el reciente pánico bursátil que hundió a gigantes como Palo Alto o Zscaler fue, en realidad, una mala lectura de Wall Street . Entiende el impacto de herramientas como Claude en el mercado y cómo posicionar tu cartera para aprovechar esta megatendencia . ¿Tienes empresas de ciberseguridad en tu cartera? Déjanoslo en los comentarios. ENLACES DE INTERÉS ⬇️⬇️⬇️ Claude ¿aliado o enemigo para el sector ciberseguridad? ➡️ https://www.r4.com/articulos-y-analisis/tecnico/claude-aliado-o-enemigo-para-el-sector-ciberseguridad El eslabón más débil de la cadena de ciberseguridad puedes ser tú ➡️ https://www.r4.com/articulos-y-analisis/opinion-de-expertos/el-eslabon-mas-debil-de-la-cadena-de-ciberseguridad-puedes-ser-tu ------------------------- Suscríbete al canal para no perderte nuestro próximo FOCO SEMANAL, con Javier Luengo. ¡Activa la campanita para que te avisemos! Capítulos: 00:00 Introducción 02:10 Deepfakes, clonación de voz y ataques personalizados 03:20 El coste real de los ciberataques impulsados por IA 04:15 IA contra IA: comienza la nueva guerra digital ⚔️ 05:30 Google, Microsoft y los nuevos agentes autónomos ️ 06:30 ¿Por qué la ciberseguridad puede ser una gran inversión? 08:45 Consolidación, IA defensiva y ventajas competitivas ------------------------ SUSCRÍBETE A NUESTRO CANAL Y RECIBE ESTE Y OTROS CONTENIDOS DE INTERÉS Suscríbete a nuestro canal: https://youtube.com/renta4?sub_confir... Y si quieres, también puedes seguirnos en OTROS CANALES: X: https://x.com/Renta4 Facebook: https://www.facebook.com/renta4 Instagram: https://www.instagram.com/renta4banco/ LinkedIn: https://www.linkedin.com/company/renta-4/ TikTok: https://www.tiktok.com/@renta4banco Ivoox: https://bit.ly/R4_ivoox Spotify: https://bit.ly/SpotifyR4 O consultar más información en NUESTRAS PÁGINAS WEB: Web: https://www.r4.com Renta 4 Gestora: https://www.renta4gestora.com Blog R4: https://www.r4.com/inversion-para-todos/ #Ciberseguridad #InteligenciaArtificial #Deepfakes #Acciones #PaloAltoNetworks #Zscaler #FraudeDigital #Inversion2026 #FocoSemanal #Renta4Banco ------------------------------------------------------------------------------------------- Lo expuesto en esta emisión no presenta asesoramiento financiero personalizado. Se informa al inversor de que los instrumentos o inversiones a los que se refiere pueden no ser adecuados para sus objetivos, su situación financiera o su perfil de riesgo. La emisión no constituye una oferta, invitación de compra o suscripción o cancelación de inversiones, ni puede servir de base a ningún contrato o decisión. Se recomienda revisar la información legal de los productos, especialmente las características y los riesgos, antes de tomar decisiones. El Grupo Renta 4 no asume responsabilidad alguna por cualquier pérdida directa o indirecta que pudiera resultar del uso del contenido de esta emisión. Rentabilidades pasadas no garantizan rentabilidades futuras. Renta 4 Banco, S.A., es una empresa domiciliada en Madrid, Paseo de la Habana, 74, 28036 Madrid, teléfono 91 384 85 00. Es una entidad regulada y supervisada por el Banco de España (BdE) y por la Comisión Nacional del Mercado de Valores (CNMV) respecto a los servicios de inversión y auxiliares

Ann Berry is joined by Kevin Rubin, CFO of Zscaler, to discuss how the company's zero trust model protects nearly half of the Fortune 500, what frontier AI models revealed about cybersecurity vulnerabilities and whether the software selloff is missing the bigger picture. 00:00 Kevin Rubin, CFO of Zscaler, Joins01:19 What Zscaler does: zero trust cybersecurity explained02:08 Castle and moat vs. doomsday bunker: the zero trust architecture04:34 Zscaler's customer base05:56 Project Glasswing: partnering with Anthropic on vulnerability research06:35 How frontier AI models find security vulnerabilities at machine speed09:03 Why Zscaler's stock is down 40% despite AI partnerships11:32 Ad break: KeyBank12:17 Using AI internally14:18 International expansion16:46 M&A strategy18:42 Acquisition multiples and the AI premium19:27 How Zscaler evaluates ROI on acquisitions20:45 Earnings results22:50 The war for enterprise sales talent24:36 Capital allocation25:25 Outro and upcoming episodes After Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Reach OutEmail: afterearnings@morningbrew.com $ZS Learn more about your ad choices. Visit megaphone.fm/adchoices

Today’s headline news for Canadian IT solution providers: Kaseya MSP Success ecosystem: Kaseya has launched MSP Success, a unified growth initiative led by EVP of Channel Dan Tomaszewski and backed by a 140-person global team. The ecosystem consolidates three programs: MSP Success Digital Marketing (AI-powered lead generation, website, and SEO/AEO tools in Express and Pro tiers), MSP Success Peer (combining TruMethods Peer and Technology Marketing Toolkit into a single accountability network), and the Kaseya Community hub at MSPsuccess.com. The launch is framed around a finding from Kaseya’s own 2026 State of the MSP Report: 71% of MSPs say acquiring new customers is their single biggest challenge. Zscaler agentic AI security: Zscaler has announced major innovations to its Zero Trust Exchange platform at Zenith Live 2026, including three new capabilities for securing agentic AI: Zscaler AI Broker (securing MCP and A2A agent communications via an integrated Agent Registry), Zscaler Endpoint AI Security (detecting AI-related threats in browsers, plugins, and local tools), and Zscaler AI Access Graph (mapping identities, apps, and data sources in real time, powered by the Symmetry Systems acquisition). The company is positioning this as the industry’s first complete Zero Trust platform for Agentic AI. FlexPoint AI agents for MSPs: FlexPoint launched what it describes as the first AI-powered agents purpose-built for the MSP back-office, built into its AI-native accounts receivable platform. According to FlexPoint, the agents automate billing, collections, payment reconciliation, and client follow-up workflows, and are designed to integrate into existing MSP toolstacks without requiring additional administrative headcount. Kaseya State of the MSP Report context: The 2026 Kaseya State of the MSP Report finds 48% of MSPs rank AI as their top client need, while difficulty hiring skilled technicians has risen from 9% to 16% year over year, compounding the business development challenges MSP Success is designed to address. DTEX behavior intelligence: DTEX Systems has announced a new behavior intelligence tool built specifically for its partner ecosystem, using behavioral science and machine learning to flag anomalies that indicate potential insider risk or accidental data loss events. ConnectSecure Patch 360: ConnectSecure launched Patch 360, a centralized patch management platform purpose-built for MSPs, offering consolidated visibility across endpoints and third-party applications to streamline remediation workflows. Tumeryk and CSA AI Trust Score: Tumeryk has announced a collaboration with the Cloud Security Alliance on the RiskRubric v2 AI risk framework, now covering agentic AI and MCP servers, and has launched its AI Trust Score assessment service in beta. Read Full Transcript Welcome to The Buzz from ChannelBuzz.ca, I’m Robert Dutt, today is Wednesday, June 10, and here’s what’s happening in the channel today. Kaseya yesterday launched MSP Success, a unified growth ecosystem designed to tackle what its own research identifies as the managed service provider community’s single biggest problem. According to Kaseya’s 2026 State of the MSP Report, 71% of MSPs say acquiring new customers is their primary challenge. MSP Success is Kaseya’s answer – a three-pillar initiative that consolidates the company’s existing growth programs under one roof. The first pillar, MSP Success Digital Marketing, is a new platform offering conversion-focused websites, AI-powered search and answer engine optimization, local search visibility, automated lead generation, and access to a dedicated marketing specialist. The platform comes in Express and Pro tiers depending on scale. The second pillar, MSP Success Peer, unifies two programs Kaseya has operated separately until now – TruMethods Peer and Technology Marketing Toolkit – into a single global accountability network with quarterly in-person meetings across North America, EMEA, and APAC. The third pillar is the Kaseya Community hub at MSPsuccess.com, a centralized resource and learning portal. The initiative is led by Dan Tomaszewski, EVP of Channel, supported by a 140-person global team. In a sector where technical excellence is table stakes, this is a signal that Kaseya is investing meaningfully in the business side of running an MSP, not just the tooling. Zscaler yesterday used its Zenith Live 2026 conference in Las Vegas to announce what it describes as the industry’s first complete Zero Trust platform for Agentic AI. The announcement extends Zscaler’s Zero Trust Exchange to address a challenge traditional security tools were not designed to handle: autonomous AI agents that operate at machine speed, create ephemeral identities, and access sensitive data in ways that conventional perimeter and identity-based tools cannot fully see or control. The centerpiece of the announcement is Zscaler AI Broker, which secures agent-to-agent and MCP-based communications through an integrated Agent Registry that governs what each AI agent is permitted to access. Alongside that, Zscaler introduced Endpoint AI Security, targeting threats hidden in browsers, plugins, extensions, and local AI tools that many legacy endpoint products miss. A third new capability, AI Access Graph, powered by Zscaler’s earlier acquisition of Symmetry Systems, maps how identities, applications, and data sources connect across an enterprise to enable real-time policy enforcement and data lineage tracking. For MSSPs building managed AI security practices, this is a significant platform update from one of the key SASE and zero trust providers in the market. FlexPoint yesterday launched what it is positioning as the first AI-powered agents purpose-built for the MSP back-office. The company, which operates an AI-native accounts receivable platform for service providers, says the new agents are designed to automate the financial workflows that consume significant administrative time inside MSP operations – billing, collections, payment reconciliation, and client follow-up. According to FlexPoint, the agents integrate directly into existing MSP toolstacks and are designed to work without requiring dedicated back-office headcount. The core argument from FlexPoint is that MSP revenue growth often stalls not because of a shortage of clients, but because back-office operations don’t scale proportionally. That framing aligns with the theme emerging from Kaseya’s research and this morning’s news – that the constraint on MSP growth is increasingly on the business operations side, not the technical side. In Brief – Kaseya’s announcement follows its own 2026 State of the MSP Report, which also finds that 48% of MSPs rank AI as their top client need and that difficulty hiring skilled technicians has nearly doubled year-over-year. DTEX Systems announces a new behavior intelligence tool built for its partner ecosystem, designed to detect insider risk through behavioral analytics and machine learning anomaly detection. ConnectSecure launches Patch 360, a new patch management platform purpose-built for MSPs, offering a centralized view across endpoints and third-party applications. Tumeryk and the Cloud Security Alliance announce a collaboration on RiskRubric v2, an AI risk assessment framework that now covers agentic AI and MCP servers, with Tumeryk launching its AI Trust Score assessment service as part of the ecosystem. Later today on In The Channel, ESTI Consulting Services‘ Earl Gosick brings a Prairie data center perspective to a conversation about AI infrastructure, cyber resilience, and why the storage conversation is the one Canadian partners should be having right now. And if you haven’t heard it yet, yesterday’s episode features AWS Canada’s Martin Brazonet and CGI’s Dinesh Bhavsar on the launch of the AWS Partner Innovation Hub in Toronto – and why the gap between AI prototype and production is where the real partner opportunity sits. That’s how we’re seeing the headlines today. I’m Robert Dutt for ChannelBuzz.ca, thanks for listening. Have a great day.

Today’s headline news for Canadian IT solution providers: ConnectWise Platform: ConnectWise yesterday unveiled what it calls the industry’s first purpose-built platform for Predictive IT, unifying PSA, RMM, cybersecurity, automation, workflow orchestration, and native agentic AI into a single execution layer for managed services. CEO Manny Rivelo described it as a fundamental shift from reactive IT management to an AI-native operating model. The company also released new operational benchmark modeling based on a representative MSP with approximately $3M in annual managed services revenue, showing the productivity and economic impact it says AI-driven automation can deliver. Cavelo Cora AI Security Analyst: Kitchener, Ontario-based Cavelo has introduced Cora, an AI Security Analyst integrated into its data security posture management platform and positioned specifically for MSPs and MSSPs. Cavelo says Cora analyzes security telemetry and translates it into a guided remediation action plan in seconds, tailored by role. The tool targets the operational gap between risk visibility and actual remediation – without requiring additional headcount. Radiant Logic and Zscaler Partnership: Radiant Logic and Zscaler have announced a technology partnership aimed at solving the Day 1 access problem in mergers and acquisitions. By integrating RadiantOne’s identity data fabric with the Zscaler Zero Trust Exchange, the companies say acquiring organizations can securely connect newly onboarded employees to applications from the moment a deal closes, regardless of disparate identity systems. ConnectSecure Patch 360: ConnectSecure is launching Patch 360, a patch management platform built for MSPs that introduces pilot-first validation, risk-based prioritization using CISA Known Exploited Vulnerabilities and EPSS scoring, controlled rollouts with approval workflows, and integrated rollback – replacing what the company describes as a “deploy-and-hope” model with a “test-and-trust” framework. NTT DATA and Google Cloud: NTT DATA is expanding its AI partnership with Google Cloud, launching a dedicated Gemini Enterprise practice to help enterprise clients move AI deployments from pilot to production at scale. Descope Agentic Identity Hub: Identity platform Descope is announcing enhancements to its Agentic Identity Hub today, extending its tools for managing authentication and access for autonomous AI agents. Checkmarx CISO Research: Checkmarx has released research surveying more than 2,000 developers and CISOs, finding that 95 percent of CISOs report facing internal pressure to suppress software compliance findings. Read Full Transcript Welcome to The Buzz from ChannelBuzz.ca, I’m Robert Dutt, today is Tuesday, June 9, 2026, and here’s what’s happening in the channel today. ConnectWise yesterday unveiled what it is calling the industry’s first purpose-built platform for the era of Predictive IT. The ConnectWise Platform brings together PSA, RMM, cybersecurity, automation, workflow orchestration, and native agentic AI into what the company describes as a single intelligent execution layer for managed services. CEO Manny Rivelo positioned it as a fundamental shift away from the labor-intensive, disconnected systems that have defined MSP operations for decades, toward what ConnectWise calls an AI-native operating model. To support the launch, the company released new operational benchmark modeling showing the productivity and economic impact it says AI-driven automation can have on MSP operations. In their model, a representative managed services firm with approximately three million dollars in annual revenue could see measurable transformation across their first stages of the Predictive Intelligence journey. This is a significant platform bet from one of the largest players in the MSP tooling market, and the framing around “Predictive IT” is clearly a narrative ConnectWise intends to own. In the security space, Kitchener, Ontario-based Cavelo has introduced Cora, an AI Security Analyst integrated directly into its data security posture management platform. Positioned specifically for MSPs and MSSPs, Cora functions as an AI agent that analyzes security telemetry to identify, prioritize, and recommend remediation steps for cyber risks across client environments. Rather than adding more alerts to the dashboard, Cavelo says the tool translates security data into a guided action plan in seconds, tailored to the specific roles of frontline technicians and senior security leaders. The development targets a well-documented operational gap between risk visibility and remediation – allowing service providers to reduce manual investigation time and offer clients clear, actionable intelligence without increasing headcount. Radiant Logic and Zscaler have formed a strategic partnership designed to address the Day 1 access challenges commonly found in mergers and acquisitions. By integrating RadiantOne’s identity data fabric with the Zscaler Zero Trust Exchange, the companies are aiming to eliminate the complex network and identity merge projects that typically stall productivity following a deal close. The joint solution allows acquiring organizations to securely connect newly onboarded employees to necessary applications from day one, regardless of disparate Active Directory or HR systems. In a market where M&A activity among IT service providers shows no sign of slowing, this integration offers a repeatable framework for reducing the downtime and cyber risk associated with bringing acquired entities onto a managed environment – which is a practical and recurring service challenge for many MSPs in the field. In Brief – ConnectSecure launches Patch 360, a patch management platform for MSPs built on pilot-first testing, risk-based vulnerability prioritization, and integrated rollback controls. NTT DATA expands its AI partnership with Google Cloud, launching a dedicated Gemini Enterprise practice to help organizations move deployments from pilot to production scale. Descope is announcing enhancements today to its Agentic Identity Hub, aimed at helping organizations manage access for autonomous AI agents. Checkmarx research of more than 2,000 developers and CISOs finds 95 percent of CISOs report facing pressure to suppress software compliance findings. Full details and links in the show notes or the blog post. Later today on In The Channel, we have a conversation about the launch of the AWS Partner Innovation Hub in Toronto, with AWS Canada’s Martin Brazonet and CGI’s Dinesh Bhavsar on the challenge of moving AI from proof-of-concept to production. And if you haven’t heard it yet, check out our conversation with Earl Gosick from ESTI Consulting Services, recorded at Dell Technologies World, on why the AI story is really a storage story – that one is on the feed now. That’s how we’re seeing the headlines today. I’m Robert Dutt for ChannelBuzz.ca, thanks for listening. Have a great day.

Both CrowdStrike (NASDAQ:CRWD) and Zscaler (NASDAQ:ZS) just reported strong results, 24% ARR growth and a 34% free cash flow margin for CrowdStrike, and 25% revenue growth with 600%+ year-over-year flexible booking growth for Zscaler. But the stocks couldn't be more different: CrowdStrike is up 56% over the last 12 months trading at 128x free cash flow, while Zscaler is down 54% and now trading at just 24x free cash flow. Simon Erickson breaks down what's actually driving the divergence and which one he'd buy today.The key story in both earnings reports is Falcon Flex and Z Flex, flexible subscription platforms that let enterprise customers bundle modules and swap product lines without being locked into rigid contracts. CrowdStrike's Falcon Flex is now $2 billion of its $5.5 billion ARR, up 99% year over year, with 26% of customers proactively renewing early. Zscaler's Z Flex bookings jumped from $65 million to $480 million in a single year. This flexibility is becoming the dominant go-to-market model in cybersecurity, and both companies are executing it well.So why is Zscaler so cheap? Conservative 2027 guidance of 15-16% growth, partly because of its Red Canary acquisition for AI agent security, spooked the market. But Simon argues this is classic Zscaler sandbagging: the company consistently beats conservative guidance, Red Canary is already exceeding internal expectations (guidance raised from $130M to $137M ARR), and at 7x sales and 24x free cash flow, the valuation gap versus CrowdStrike is hard to justify. His verdict: if he's buying one today, it's Zscaler.Stocks Mentioned:CrowdStrike (NASDAQ:CRWD)Zscaler (NASDAQ:ZS)SentinelOne (NYSE:S)ASML Holding (NASDAQ:ASML)Alphabet / Google (NASDAQ:GOOGL)#CrowdStrike #Zscaler #Cybersecurity #CybersecurityStocks #AIStocks #GrowthStocks #TechStocks #StockAnalysis #BuyTheDip #StocksToWatch #InvestingIn2026 #7investing #Simonerickson

Are organizations investing enough in cybersecurity, or are they simply spending more money while falling further behind? In this episode of Tech Talks Daily, I speak with Martyn Ditchburn, CTO in Residence for EMEA at Zscaler, about the findings from the company's latest Ripple Effect Report and what it reveals about the growing gap between cybersecurity investment and true organizational resilience. Drawing on insights from more than 1,700 IT leaders across 14 countries, Martyn explains why many organizations are still struggling to adapt to a threat landscape that is evolving faster than their security strategies. While cyber resilience budgets continue to rise, many leaders admit their approach remains too inward-looking, leaving critical vulnerabilities across supply chains, cloud environments, third-party ecosystems, and emerging AI deployments. We explore why shadow AI is rapidly becoming the new shadow IT challenge, with employees adopting AI-powered tools faster than governance frameworks can keep pace. Martyn discusses how AI is quietly being embedded into countless business applications, creating visibility and security challenges that many organizations have yet to recognize fully. The conversation also examines the growing importance of supply chain resilience. As businesses become increasingly dependent on external providers, cloud platforms, and interconnected digital services, traditional security perimeters continue to disappear. Martyn shares why third-party risk remains one of the biggest blind spots in modern cybersecurity programs and how organizations can better understand their expanding attack surface. Agentic AI is another major focus of our discussion. As AI systems move beyond assisting users and begin taking autonomous actions, security teams face entirely new challenges around identity, governance, accountability, and risk management. Martyn explains why many organizations are racing ahead with adoption while still lacking the guardrails needed to manage these emerging technologies safely. We also discuss lessons from previous technology shifts, including cloud computing and shadow IT, and why history keeps repeating itself when innovation outpaces security planning. Martyn offers practical advice on limiting risk, reducing blast radius through segmentation, and treating AI agents as digital identities that require the same controls and oversight as human users. As organizations pursue AI-driven growth and competitive advantage, are they building resilience into their foundations or creating new risks they cannot yet see? And in a world where AI is becoming embedded in everything, how can security leaders stay ahead of threats that are evolving faster than ever before?

Kevin Rubin, CFO of Zscaler (ZS), discusses the company's recent earnings and the unprecedented pace of AI adoption. He also shares insights on the Symmetry Systems acquisition and how Zscaler aims to adapt to the everchanging cybersecurity landscape. ======== 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

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über die Snowflake-Wende, Metas Abo-Plan und neue deutsche Space-Fantasie. Außerdem geht es um Zscaler, Cloudflare, Snowflake, Amazon, Salesforce, Meta, Alphabet, Schaeffler, Spire Global, Manchester United, PDD, Alibaba, JD.com, Uber, Delivery Hero, Prosus, Just Eat Takeaway, Costco, UiPath, SentinelOne, Dell, Okta, MongoDB, Asana, Autodesk, Gap, Dollar Tree, Deutsche Bank, UBS, Zurich Insurance, AIA Group, BOC Hong Kong Holdings, DBS, Oversea-Chinese Banking, United Overseas Bank, Samsung, SK Hynix, Nvidia, Microsoft, TSMC, JPMorgan Chase, Micron, Amundi DJ Switzerland Titans 30 (WKN: ETF198), UBS MSCI Hong Kong (WKN: A14MGG), Xtrackers MSCI Singapore (WKN: DBX0KG). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Unser Partner Scalable Capital ist der einzige Broker, den deine Familie zum Traden braucht. Bei Scalable Capital gibt's nämlich auch Kinderdepots. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Tassen für Börsenbegeisterte? Gibt's hier. Hier geht's zum Alles Coin, Nichts Muss Podcast von Julius: https://alles-coin-nichts-muss.podigee.io/ SK Hynix knackt 1.000 Mrd. $. Samsung zahlt Mitarbeitern bis zu 400.000 $. AkzoNobel lehnt Übernahme ab. Schaeffler baut Satelliten-Schwungräder. Adidas erwartet WM-Effekt. Zscaler crasht. Temu-Mutter schwächelt. Salesforce & Snowflake haben Zahlen. Rechenzentren brauchen Strom, aber das Netz kommt nicht hinterher. 2G Energy (WKN: A0HL8N) liefert Container-Kraftwerke und hat den größten Auftrag der Firmengeschichte. Wärtsilä (WKN: 881050) verkauft Gigawatt-Kapazitäten. Innio plant IPO. Krypto-KI-Coins performen. Unibase, Venice und Near Protocol dominieren die 30-Tage-Rendite. Dazu: Harvard verkauft Bitcoin-ETF-Anteile, Mark Cuban ist von Bitcoin als Krisenwährung enttäuscht. Plus: Hyperliquid steigt weiter. Diesen Podcast vom 28.05.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Micron has had a turnaround for the ages, going from a free cash flow negative company to a $1 trillion valuation in a little over a year. What does it tell us about the AI buildout? Plus, we get to Eli Lilly's incredible trial results, acquisition spree, and growth plans before ending with Zscaler's earnings and why the stock fell 30% today.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Micron's trip to $1 trillion- Eli Lilly's Winning Streak- Zscaler earningsCompanies discussed: Micron (MU), Eli Lilly (LLY), Zscaler (ZS).Host: Travis HoiumGuests: Lou Whiteman, and Rachel WarrenEngineer: Austin Morgan, Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, Jim Cramer and David Faber led off the show with tech fueling stocks' record run: Micron rallies and lifts the memory chip makers after joining the $1 trillion valuation club.  The anchors reacted to Goldman Sachs' call to raise its year-end price target on the S&P 500 to 8,000. Also in focus: SpaceX's IPO and new "fast entry" rules as the company gets ready to go public, Zscaler plummets, GE Vernova CEO's take on data centers in space, software woes ahead of Salesforce's after-the-bell earnings, JPMorgan Chase CEO Jamie Dimon on "high" asset prices, retail earnings winners and losers, the SpaceX "halo effect" on space stocks.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former CFTC and SEC Chair Gary Gensler joins to discuss regulation of prediction markets after President Trump said the CFTC should have "exclusive authority" over them. We also discuss Lululemon agreeing to two board nominees in the company's settlement with its founder, Chip Wilson. Plus, we take a look at Zscaler's latest quarter which has the stock sinking this morning.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Andrew, Ben, and Tom discuss the AI-driven expansion of the trillion-dollar club with SK Hynix, Micron, and Eli Lilly crossing the $1T market cap threshold and Nvidia leading at $5.2T, Zscaler's 21% premarket drop on prudent guidance and sales leadership departures, the longer-term cybersecurity opportunity as AI expands endpoints, and Ben's case for why we don't own Micron in size.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

Investors parse a critical wave of software earnings and shifting market leadership. Adam Crisafulli of Vital Knowledge breaks down the market's latest theme and explains what strong software results could mean for the broader rally. Our Leslie Picker reports on Jamie Dimon's latest comments around succession planning and what they signal for Wall Street leadership. Salesforce, Snowflake, HP, Marvell and Synopsys all report earnings giving investors a fresh read on enterprise spending, AI demand and infrastructure growth. Brent Thill of Jefferies reacts to the software results and explains where the sector goes next. Plus, the sharp drop in Zscaler and what it says about cybersecurity stocks and investor expectations with Evercore's Peter Levine. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hosts Chuck Zodda and Marc Fandetti dissect the widening gap between strong economic data and poor consumer sentiment, explaining why the University of Michigan's survey might be fundamentally broken. They also break down a reported unofficial US-Iran draft framework shifting bond markets, looming grocery price hikes tied to El Niño, and a quick market update on Micron and Zscaler. Later, estate planning attorney Todd Lutsky joins to discuss the key potholes of naming trust entities and why a standard will cannot override designated beneficiaries.Watch Live on YouTube: youtube.com/thefinancialexchangeshow Follow us on X: @TFEshow Estate Planning Resources: legalexchangeshow.com / cushingdolan.com Support Our Veterans: dav5k.boston

ZScaler's (ZS) hit to top line growth has investors concerned, says Kevin Green, attributing the stock's 30% sell-off to much of tech's weakness Wednesday. That said, AI memory stocks like Micron (MU) are adding strength where cybersecurity showed frailty. KG talks more about Wednesday's dynamic between hardware and software stocks. He then analyzes the latest macroeconomic data in Richmond Fed and MBA mortgage applications. ======== 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

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über die Megaaktie Micron, den Emerging-Markets-Irrtum und den verrückten Space-Hype. Außerdem geht es um Micron Technology, UBS, AST SpaceMobile, Firefly Aerospace, Redwire, Planet Labs, Rocket Lab, Qualcomm, BP, Zscaler, Okta, Palo Alto Networks, CrowdStrike, Wacker Chemie, Siltronic, Salesforce, Marvell Technology, Snowflake, HP Inc, Abercrombie & Fitch, Synopsys, Agilent Technologies, Braze, PDD Holdings, BASF, Thyssenkrupp, Siemens Energy, IBM, Xerox, Warner Bros. Discovery, Costco, Walmart, PepsiCo, Kraft Heinz, Ferrari, Apple, Nissan, Morgan Stanley, Hermès, Tesla, VanEck Space Innovators ETF (WKN: A3DP9J), Roundhill Memory ETF (DRAM) (WKN: A42A7G), iShares Core MSCI World ETF (WKN: A0RPWH), Invesco EQQQ Nasdaq-100 ETF (WKN: 801498). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Die Wall Street setzt ihre Rekordrally fort. Der S&P 500 steuert auf den neunten Wochengewinn in Folge zu, während die KI-Euphorie vor allem Halbleiterwerte weiter vorantreibt. Micron zieht weiter an, mit einem Börsenwert von jetzt fast 1,2 Billion US-Dollar. Der Wert des Unternehmens hat sich in nur 48 Tagen von 500 Milliarden US-Dollar auf über 1 Billion US-Dollar verdoppelt. NVIDIA brauchte für diese Spanne 490 Tage. Micron schreibt an der Wall Street somit Geschichte. Die Rallye in dem Sektor hat über Nacht auch die Boote von SK Hynix und Samsung Electronics weiter angehoben. Gleichzeitig sinken die Renditen der US-Staatsanleihen und die Ölpreise geben nach, da Anleger weiter auf eine Entspannung im Nahen Osten setzen. Rückenwind kommt zudem von Goldman Sachs: Die Investmentbank hebt das Jahresendziel für den S&P 500 von 7.600 auf 8.000 Punkte an und zählt damit zu den optimistischsten Häusern an der Wall Street. Als Haupttreiber gelten steigende Unternehmensgewinne und massive Investitionen in KI-Infrastruktur. Im Fokus stehen heute Quartalszahlen von Abercrombie & Fitch und Dick's Sporting Goods vor Börsenstart sowie Salesforce, Marvell, HP Inc. und Snowflake nach dem Closing. Belastet wird der Software-Sektor hingegen von den Zahlen von Zscaler. Zwar lagen Umsatz und Gewinn über den Erwartungen, die gesenkte Cashflow-Prognose und steigende Kosten für KI-Infrastruktur sorgen aber für deutlichen Druck auf die Aktie. Ein Podcast - featured by Handelsblatt. ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/wallstreet_april * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Die Wall Street setzt ihre Rekordrally fort. Der S&P 500 steuert auf den neunten Wochengewinn in Folge zu, während die KI-Euphorie vor allem Halbleiterwerte weiter vorantreibt. Micron zieht weiter an, mit einem Börsenwert von jetzt fast 1,2 Billion US-Dollar. Der Wert des Unternehmens hat sich in nur 48 Tagen von 500 Milliarden US-Dollar auf über 1 Billion US-Dollar verdoppelt. NVIDIA brauchte für diese Spanne 490 Tage. Micron schreibt an der Wall Street somit Geschichte. Die Rallye in dem Sektor hat über Nacht auch die Boote von SK Hynix und Samsung Electronics weiter angehoben. Gleichzeitig sinken die Renditen der US-Staatsanleihen und die Ölpreise geben nach, da Anleger weiter auf eine Entspannung im Nahen Osten setzen. Rückenwind kommt zudem von Goldman Sachs: Die Investmentbank hebt das Jahresendziel für den S&P 500 von 7.600 auf 8.000 Punkte an und zählt damit zu den optimistischsten Häusern an der Wall Street. Als Haupttreiber gelten steigende Unternehmensgewinne und massive Investitionen in KI-Infrastruktur. Im Fokus stehen heute Quartalszahlen von Abercrombie & Fitch und Dick's Sporting Goods vor Börsenstart sowie Salesforce, Marvell, HP Inc. und Snowflake nach dem Closing. Belastet wird der Software-Sektor hingegen von den Zahlen von Zscaler. Zwar lagen Umsatz und Gewinn über den Erwartungen, die gesenkte Cashflow-Prognose und steigende Kosten für KI-Infrastruktur sorgen aber für deutlichen Druck auf die Aktie. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Sales culture is the hidden driver behind customer trust, enterprise sales performance, and long-term B2B growth. In this episode of the B2B Sales Trends Podcast, Harry sits down with Liat Shentser, VP Solutions Engineering at SentinelOne, to unpack why culture is no longer a soft topic in modern B2B selling. From cybersecurity sales and sales engineering to go to market strategy and customer trust, this conversation explores what actually creates alignment inside high performing teams. Liat shares practical leadership frameworks, the psychology behind trusted advisor selling, and why elite B2B sales leadership starts with intent, clarity, and purpose.

The Weekly Enterprise News This week, in the enterprise security news, Copy Fail The hits keep coming for CVE, NIST and NVD Cyber attacks on breathalyzers insurance carriers pulling support for AI Florida Man pleads guilty ignore the humanities at your own peril offense and defense don't scale the same is it okay to be left behind? scientists gave cocaine to salmon Mind the Gap: Confidence, AI, and the Future of Exposure Management Former ethical hacker, now founder and CEO of Intruder, Chris Wallis explores whether AI can bridge the divide between finding vulnerabilities and understanding real-world attack context as exploit windows continue to shrink. This conversation dives into the structural "confidence gap" uncovered in Intruder's 2026 Security Middle Child Report, where executive risk appetite is increasingly decoupled from front-line operational reality. Check out Intruder's Security Middle Child Report at https://securityweekly.com/intruderrsac. Modern Phishing Attacks Are Under Multi-Channel Siege Recently, there has been a shift in cybercriminals' behavior, marked by a surge in total phishing attack volume. These attacks are fueled by high-scale automation and a coordinated multi-channel siege targeting corporate collaboration tools. Trusted platforms such as email, Teams, calendars and others are in the cross-hairs, bypassing traditional phishing methods that have worked in the past. This segment is sponsored by KnowBe4. Visit https://securityweekly.com/knowbe4rsac to learn more about them! AI is Now Default Enterprise Accelerator The Zscaler ThreatLabz 2026 AI Security Report reveals that enterprise AI adoption has surged by up to 93% year-over-year, yet 100% of tested AI environments remain vulnerable to breaches that can occur in as little as 16 minutes. It highlights a dangerous shift toward "machine-speed" threats, where attackers use generative AI to automate data exfiltration and create sophisticated deepfakes. To combat these risks, the report urges organizations to move beyond simple blocking and instead implement a Zero Trust architecture for safe, AI-native data protection. This segment is sponsored by Zscaler. Visit https://securityweekly.com/zscalerrsac to learn more about them! Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw-458

The Weekly Enterprise News This week, in the enterprise security news, Copy Fail The hits keep coming for CVE, NIST and NVD Cyber attacks on breathalyzers insurance carriers pulling support for AI Florida Man pleads guilty ignore the humanities at your own peril offense and defense don't scale the same is it okay to be left behind? scientists gave cocaine to salmon Mind the Gap: Confidence, AI, and the Future of Exposure Management Former ethical hacker, now founder and CEO of Intruder, Chris Wallis explores whether AI can bridge the divide between finding vulnerabilities and understanding real-world attack context as exploit windows continue to shrink. This conversation dives into the structural "confidence gap" uncovered in Intruder's 2026 Security Middle Child Report, where executive risk appetite is increasingly decoupled from front-line operational reality. Check out Intruder's Security Middle Child Report at https://securityweekly.com/intruderrsac. Modern Phishing Attacks Are Under Multi-Channel Siege Recently, there has been a shift in cybercriminals' behavior, marked by a surge in total phishing attack volume. These attacks are fueled by high-scale automation and a coordinated multi-channel siege targeting corporate collaboration tools. Trusted platforms such as email, Teams, calendars and others are in the cross-hairs, bypassing traditional phishing methods that have worked in the past. This segment is sponsored by KnowBe4. Visit https://securityweekly.com/knowbe4rsac to learn more about them! AI is Now Default Enterprise Accelerator The Zscaler ThreatLabz 2026 AI Security Report reveals that enterprise AI adoption has surged by up to 93% year-over-year, yet 100% of tested AI environments remain vulnerable to breaches that can occur in as little as 16 minutes. It highlights a dangerous shift toward "machine-speed" threats, where attackers use generative AI to automate data exfiltration and create sophisticated deepfakes. To combat these risks, the report urges organizations to move beyond simple blocking and instead implement a Zero Trust architecture for safe, AI-native data protection. This segment is sponsored by Zscaler. Visit https://securityweekly.com/zscalerrsac to learn more about them! Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw-458

The Weekly Enterprise News This week, in the enterprise security news, Copy Fail The hits keep coming for CVE, NIST and NVD Cyber attacks on breathalyzers insurance carriers pulling support for AI Florida Man pleads guilty ignore the humanities at your own peril offense and defense don't scale the same is it okay to be left behind? scientists gave cocaine to salmon Mind the Gap: Confidence, AI, and the Future of Exposure Management Former ethical hacker, now founder and CEO of Intruder, Chris Wallis explores whether AI can bridge the divide between finding vulnerabilities and understanding real-world attack context as exploit windows continue to shrink. This conversation dives into the structural "confidence gap" uncovered in Intruder's 2026 Security Middle Child Report, where executive risk appetite is increasingly decoupled from front-line operational reality. Check out Intruder's Security Middle Child Report at https://securityweekly.com/intruderrsac. Modern Phishing Attacks Are Under Multi-Channel Siege Recently, there has been a shift in cybercriminals' behavior, marked by a surge in total phishing attack volume. These attacks are fueled by high-scale automation and a coordinated multi-channel siege targeting corporate collaboration tools. Trusted platforms such as email, Teams, calendars and others are in the cross-hairs, bypassing traditional phishing methods that have worked in the past. This segment is sponsored by KnowBe4. Visit https://securityweekly.com/knowbe4rsac to learn more about them! AI is Now Default Enterprise Accelerator The Zscaler ThreatLabz 2026 AI Security Report reveals that enterprise AI adoption has surged by up to 93% year-over-year, yet 100% of tested AI environments remain vulnerable to breaches that can occur in as little as 16 minutes. It highlights a dangerous shift toward "machine-speed" threats, where attackers use generative AI to automate data exfiltration and create sophisticated deepfakes. To combat these risks, the report urges organizations to move beyond simple blocking and instead implement a Zero Trust architecture for safe, AI-native data protection. This segment is sponsored by Zscaler. Visit https://securityweekly.com/zscalerrsac to learn more about them! Show Notes: https://securityweekly.com/esw-458

The Weekly Enterprise News This week, in the enterprise security news, Copy Fail The hits keep coming for CVE, NIST and NVD Cyber attacks on breathalyzers insurance carriers pulling support for AI Florida Man pleads guilty ignore the humanities at your own peril offense and defense don't scale the same is it okay to be left behind? scientists gave cocaine to salmon Mind the Gap: Confidence, AI, and the Future of Exposure Management Former ethical hacker, now founder and CEO of Intruder, Chris Wallis explores whether AI can bridge the divide between finding vulnerabilities and understanding real-world attack context as exploit windows continue to shrink. This conversation dives into the structural "confidence gap" uncovered in Intruder's 2026 Security Middle Child Report, where executive risk appetite is increasingly decoupled from front-line operational reality. Check out Intruder's Security Middle Child Report at https://securityweekly.com/intruderrsac. Modern Phishing Attacks Are Under Multi-Channel Siege Recently, there has been a shift in cybercriminals' behavior, marked by a surge in total phishing attack volume. These attacks are fueled by high-scale automation and a coordinated multi-channel siege targeting corporate collaboration tools. Trusted platforms such as email, Teams, calendars and others are in the cross-hairs, bypassing traditional phishing methods that have worked in the past. This segment is sponsored by KnowBe4. Visit https://securityweekly.com/knowbe4rsac to learn more about them! AI is Now Default Enterprise Accelerator The Zscaler ThreatLabz 2026 AI Security Report reveals that enterprise AI adoption has surged by up to 93% year-over-year, yet 100% of tested AI environments remain vulnerable to breaches that can occur in as little as 16 minutes. It highlights a dangerous shift toward "machine-speed" threats, where attackers use generative AI to automate data exfiltration and create sophisticated deepfakes. To combat these risks, the report urges organizations to move beyond simple blocking and instead implement a Zero Trust architecture for safe, AI-native data protection. This segment is sponsored by Zscaler. Visit https://securityweekly.com/zscalerrsac to learn more about them! Show Notes: https://securityweekly.com/esw-458

AI is shifting from model development to real-world usage, exposing a new bottleneck that most sales teams are not prepared to understand or sell against. As inference speed, memory bandwidth, and infrastructure become the true differentiators, traditional software playbooks begin to break down. Alex Varel joins John Kaplan and John McMahon to unpack what it takes to sell in this new environment, where technical depth, curiosity, and adaptability are no longer optional. The conversation explores how AI is reshaping productivity, why ICPs must evolve weekly, and how elite sellers distinguish themselves by orchestrating value across increasingly complex buying groups. Alex Varel is EVP of Worldwide Sales at Cerebras Systems, where he leads global go-to-market efforts at the forefront of AI infrastructure. He has built and scaled high-performing teams across MongoDB, Zscaler, and Multiverse, driving growth through IPO, hyper-scale expansion, and emerging technology shifts. Connect with Alex: LinkedIn Resources mentioned: "The Power of Myth" by Joseph Campbell "AI Superpowers" by Kai-Fu Lee “Leonardo da Vinci” by Walter Isaacson "No Country for Old Men" by Cormac McCarthy "The Road" by Cormac McCarthy “The Founders: The Story of Paypal and the Entrepreneurs Who Shaped Silicon Valley” by Jimmy Soni Key takeaways from this episode: 00:00 – A look inside what it really takes to rethink computing architecture when speed, not scale, becomes the constraint 13:09 – Why many leaders underestimate how the shift from training to inference is redefining where competitive advantage actually lives 25:27 – The mistake many CROs make when applying legacy software playbooks to markets that require constant recalibration 21:33 – What it really takes to turn AI from a concept into a daily productivity multiplier inside a revenue organization 31:34 – Why most sales organizations quietly accept a broken productivity model and what changes when that assumption is challenged 34:26 – A look inside the evolving role of the AE as a multi-dimensional operator across technical, business, and interpersonal domains 49:41 – Why treating ICP as a static exercise leads to missed growth opportunities in markets that are shifting in real time Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management

Zscaler CEO Jay Chaudhry discusses Anthropic's Mythos and its implications for AI agent deployments in a wide-ranging conversation with Bloomberg Intelligence's Mandeep Singh in this episode of the Tech Disruptors podcast. They explore the changing nature of the cybersecurity landscape, from securing AI agent identities to zero-day attacks enabled by AI coding agents.

In Episode 178 of the Cyber Threat Perspective podcast, hosts Spencer and Tyler take a practitioner-first look at the internal security controls that genuinely make attackers' lives difficult, drawing directly from their experience conducting hundreds of internal penetration tests every year.This isn't a vendor comparison or a theoretical framework. It's an honest account of what works, what gets misconfigured, and what separates organizations that slow attackers down from those that don't.Topics covered include:Application Control — ThreatLocker and Magic Sword — why app control is probably the single most effective endpoint control against attackers, how the learning period works, why jumping straight to enforcement mode is a mistake, and why executive buy-in is as critical as the technical implementationWDAC vs. traditional App Locker — the differences, what closed-book enforcement actually means for attackers, and the two schools of thought on allow-list vs. block-list approachesStrong identity controls — MFA beyond RDP including SMB, WinRM, and HTTP via products like Silverfort, why push notification MFA falls short, and why number matching mattersProtected Users Group — one of the most powerful and underused Active Directory controls, with a real-world story of how it nearly matched a full third-party identity product in effectiveness during a law firm pen testLeast privilege and admin tiering — why Help Desk is one of the most targeted groups for social engineering, how over-permissioned service accounts hand attackers domain admin in minutes, and the real cost of control path vulnerabilitiesNetwork segmentation and zero trust — why domain controllers don't need internet access, how segmentation limits attacker recon, and where products like Zscaler fit inEDR baselining and UEBA — why plugging in an EDR tool and expecting it to work isn't enough, the case for getting back to behavior-based detection, and why catching recon activity matters more than catching executionDeception — honeypots, canaries, and fake assets — why deception is underrated, why high-fidelity low-false-positive alerts change the game, and what it actually feels like as a pen tester to trip on a well-placed decoy without knowing itAlso mentioned: Spencer and Brad's Tools of the Trade workshop at ILTA Evolve — Denver, end of April.Blog: https://offsec.blog/Youtube: https://www.youtube.com/@cyberthreatpovTwitter: https://x.com/cyberthreatpovFollow Spencer on social ⬇Spencer's Links: https://spenceralessi.comWork with Us: https://securit360.com | Find vulnerabilities that matter, learn about how we do internal pentesting here.

Most cybersecurity talks about infrastructure miss the real game-changer: ephemerality and programmatic network defense. A team of military veteran experts and I unveil how they're turning traditional models inside out—a move that's not just innovative but essential for modern security.Imagine a network that's invisible, constantly moving, and virtually unbreakable—built on military-grade principles like active failover, dynamic segmentation, and ephemeral identities. This isn't theoretical; it's real technology tested in top US banks and critical OT environments, now available for everyday users and small businesses for as little as $10 a month. They're redefining zero trust with a simple, scalable approach that slashes costs, reduces risk, and defeats threats before they even begin.You'll discover:How the “dark architecture” creates a network that only exists during sessions—eliminating persistent attack surfaces.The revolutionary concept of automated moving target defense (AMTD) that keeps your data and identity shielded by constantly shifting network paths.The difference between VPN and ephemeral private networks (EPN): why ephemeral is the future for individual users and SMBs.How this approach simplifies integration with existing infrastructure using open standards, drastically cutting deployment times and costs—up to 50% below vendors like Zscaler.Why small businesses and consumers are the next frontier in cybersecurity, gaining enterprise-grade protection at a fraction of the price.In a world where hackers increasingly target the “easy wins,” missing out on this radical shift could leave your digital assets vulnerable. This episode is vital listening for anyone who's tired of patchwork fixes, costly vendors, or slow-moving cybersecurity solutions. The future belongs to those who act now—embrace ephemerality, reduce your attack surface, and stay steps ahead of cyber adversaries with a network that defends itself.Perfect for security professionals, SMB owners, and tech enthusiasts eager to understand the next wave of cyber defense—this episode might just change how you think about protecting your digital life.

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über Stagflationssignale, crashende Softwareaktien und ein weiterer Großauftrag für Palantir. Außerdem geht es um CF Industries, Mosaic, Archer-Daniels-Midland, Hubspot, UiPath, Atlassian, Zscaler, Snowflake, Gitlab, MongoDB, Salesforce, Datadog, Servicenow, Intuit, Workday, Gartner, Amazon, SAP, Arm, Apple, Samsung, Microsoft, Ionos, Commonwealth Bank of Australia, National Australian Bank, BHP Group, Rio Tinto, Westpac Banking, ANZ Group, Wesfarmers, Xtrackers S&P ASX 200 (WKN: DBX1A2), iShares MSCI Australia (WKN: A0YJ80), Xtrackers II Australia Government Bond ETF (WKN: DBX0GG). Die Infos zum Buch “Project Maven – A Marine Colonel, His Team, and the Dawn of AI Warfare” von Katrina Manson findet ihr hier: https://wwnorton.com/books/9781324123316 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

The Zscaler Public Sector Summit, Robert Roser, CISO, CDO and director of cybersecurity at Idaho National Laboratory, discussed the rapidly evolving cyber threat landscape facing government and critical infrastructure. He joined GovCIO Media & Research at the event to explain how malicious actors are increasingly using AI to launch more sophisticated phishing campaigns and ransomware attacks while also lowering the barrier to entry for less-skilled hackers. He also shared how his team is strengthening defenses through zero trust principles, stronger identity protections and new guardrails for AI use. As cyber threats grow more complex, Roser emphasized that cybersecurity is not just an IT issue — it is a responsibility shared across the entire organization.

The Centers for Medicare & Medicaid Services is modernizing its IT infrastructure to improve efficiency, security and access for patients and providers. Since taking the role in May, Wade Zarriello, director of infrastructure and user services, has led efforts to consolidate platforms, optimize shared services and cut costs — exceeding CMS's fiscal year 2025 savings goal by $750 million. Zarriello also discussed how the agency is implementing a zero trust cybersecurity framework and leveraging AI tools to strengthen data protection and operational reliability. He highlighted CMS's use of GSA OneGov agreements with AWS, Oracle and Salesforce to drive cost savings, improve platform consolidation and support hybrid cloud initiatives.

A huge morning for AI and the tech trade: Carl Quintanilla, Leslie Picker, and David Faber kicked off the hour with fresh news out of OpenAI - closing a $110 billion funding round in the largest private tech financing on record. HSBC'S Chief Multi-Asset Strategist joined the team with his tech playbook - before later on, longtime industry investor Dan Niles gave his take on the headlines and the stocks he would be buying here. Plus: 2 software CEOs joined the team to breakdown earnings from their companies - and very different stock reactions... Zscaler's CEO Jay Chaudhry, along with Autodesk CEO Andrew Anagnost.  Elsewhere this hour: Paramount winning the war for Warner Brothers Discovery - but what comes next? David brought the latest headlines and color... Plus, the news hitting Financial stocks in the early trade. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kevin Rubin, CFO of Zscaler (ZS), talks about his company's earnings which shows a 25% ARR increase. With AI accelerating year-over-year, Kevin talks to investors about ways ZScaler is using the evolving tech to protect against outside AI risks. He later notes the company's acquisitions and long-term growth opportunities they present. ======== 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

Zscaler CEO Jay Chaudhry sits down with Bloomberg's Carol Massar, Tim Stenovec and Mandeep Singh to discuss the company's latest earnings report, agentic artificial intelligence, and more.See omnystudio.com/listener for privacy information.

Markets digest a wave of earnings as volatility lingers and NVIDIA struggles to hold gains. Why NVIDIA's pullback matters and what it could mean for the broader AI trade. Results roll in from Block, Dell, Intuit, Autodesk, CoreWeave, Flutter and Zscaler, shaping sentiment across payments, enterprise tech and infrastructure. Saira Malik, Chief Investment Officer at Nuveen, argues that four forces are driving volatility: trade policy, central bank leadership, AI disruption and developments in the Middle East. She explains why earnings must do the heavy lifting as elevated valuations limit upside and why fixed income fundamentals remain solid even as defaults tick higher. Bradley Tusk of Tusk Ventures joins to discuss where VC is placing its money in tech. Aneesha Sherman of Bernstein explains why TJX's experiential model may protect its premium multiple and outlines her $175 price target. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Planning Aces, CFO Kevin Rubin of Zscaler, CFO Bruce Schuman of Universal Technical Institute, and CFO Razzak Jallow of FloQast share how disciplined FP&A leadership is shaping AI adoption. Rubin frames AI as a capital allocation exercise governed centrally to prevent tool sprawl. Schuman stresses foundational readiness—data governance, ERP consolidation, and process redesign—before deploying AI-driven forecasting. Jallow cautions against fragmented “spaghetti AI,” advocating for platform coherence and skill development. Together, they reveal that AI success in FP&A depends less on speed and more on governance, architecture, and trust in the planning process.

Please enjoy this encore of Career Notes. Deepen Desai, Global Chief Information Security Officer at Zscaler, shares his story as a doctor that treats computer viruses. He describes how he got into the security field and his work with Zscaler. He says what it's like learning and growing in this field and shares great advice for people who are up and coming in the field. Deepen describes working with an incredible team and how much joy it brings him to see his team learning and growing beyond their roles working with him. He says he want's to be remembered as a mentor among his colleagues. He says "I still remember my first team that I built, 15 years ago. Most of those guys are leading key technologies at many of the major security vendors, and some of them are still with me." We thank Deepen for sharing his story. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jaguar Land Rover reveals the fiscal results of last year's cyberattack. A Texas gas station chain suffers a data spill. Taiwan tracks China's energy-sector attacks. Google and Veeam push patches. Threat actors target obsolete D-Link routers. Sedgwick Government Solutions confirms a data breach. The U.S. Cyber Trust Mark faces an uncertain future. Google looks to hire humans to improve AI search responses. Our guest is Deepen Desai, Chief Security Officer of Zscaler, discussing what's powering enterprise AI in 2026. AI brings creative cartography to the weather forecast. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest On today's Industry Voices, we are joined by Deepen Desai, Chief Security Officer of Zscaler, discussing what's powering enterprise AI in 2026. To learn more on this topic, be sure to check out Zscaler's report here. Listen to the full conversation here. Selected Reading Jaguar Land Rover wholesale volumes plummet 43% in cyberattack aftermath (The Register) Major Data Breach Hits Company Operating 150 Gas Stations in the US (Hackread) Taiwan says China's attacks on its energy sector increased tenfold (Bleeping Computer) Google Patches High-Severity Chrome WebView Flaw CVE-2026-0628 in the Tag Component (Tech Nadu) Several Code Execution Flaws Patched in Veeam Backup & Replication (SecurityWeek) New D-Link flaw in legacy DSL routers actively exploited in attacks (Bleeping Computer) Sedgwick confirms breach at government contractor subsidiary (Bleeping Computer) FCC Loses Lead Support for Biden-Era IoT Security Labeling (GovInfoSecurity) Google Search AI hallucinations push Google to hire "AI Answers Quality" engineers (Bleeping Computer) ‘Whata Bod': An AI-generated NWS map invented fake towns in Idaho (The Washington Post) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Cloud security company Zscaler has racked up big returns for investors since going public in 2018. Motley Fool co-founder and CEO Tom Gardner, Motley Fool Chief Investment Officer Andy Cross, Motley Fool Chief Technology Officer Gaspare Bonventre, and Motley Fool Head of Cybersecurity Jeff Lovett recently talked with Jay Chaudhry about entrepreneurship, AI, and the business of Zscaler.  Host: Tom Gardner, Andy Cross, Gaspare Boventre, Jeff Lovett  Guest: Jay Chaudhry  Producer: Bart Shannon, Mac Greer  Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode Learn more about your ad choices. Visit megaphone.fm/adchoices

After a year tangled in political drama, AI hype, and regulation battles, the TWiT crew explains how many of tech's "biggest stories" simply fizzled into nothing or left us with new headaches by year's end. • Year-end tech trends: AI, politics, and security dominated 2025 • Major stories faded fast: TikTok saga, political tech drama, DOGE scandal • TikTok's ownership battle—Oracle, Trump donors, and US-China tensions • China tech fears: banned drones, IoT vulnerabilities, secret radios in buses • Rising political pressure for internet privacy and media literacy reform • Surveillance and kill switch concerns in US grid and port infrastructure • Convenience vs. privacy: Americans trade data for discounts and ease • Age verification, surveillance, and flawed facial recognition across countries • Discord's ID leak highlights risks of rushed compliance with privacy laws • Social media's impact on kids pushes age-gating and verification laws • ISPs monetize customer data, VPNs pitched for personal privacy • Global government crackdowns: UK bans VPN advertising, mandates age checks • The illusion of absolute privacy: flawed age gates and persistent tracking • AI takes over: explosive growth, but profits elusive for big players • Arms race in LLMs: DeepSeek's breakthrough, OpenAI/Meta talent bidding war • Ad-driven models still rule; Amazon's playbook repeated in AI • Humanoid robots and AGI hype: skepticism vs. Silicon Valley optimism • AI-generated art, media, and the challenge of deepfake detection • Social platforms falter: Instagram and X swamped by fake or low-value content • Google's legal, regulatory, and technical woes: ad tech trial, Manifest V3 backlash • RAM price spikes and hardware shortages blamed on AI data center demand • YouTube overtakes mobile for podcast and video viewing, Oscars move online • The internet's growth: Cloudflare stats, X vs. Reddit, spam domain trends • Weird tech stories: hacked crosswalks, Nintendo Switch 2 Staplegate, LEGO theft ring • Sad farewell: Lamar Wilson's passing and mental health awareness in tech • Reflections on the year's turbulence and hopes for a better 2026 Host: Leo Laporte Guests: Mikah Sargent, Paris Martineau, and Steve Gibson Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/twit zscaler.com/security Melissa.com/twit ventionteams.com/twit auraframes.com/ink

We review the results from Zscaler (ZS) and Workday (WDAY) and predict which stock is more likely to outperform over the next 10 years. Who ya got? Asit Sharma, David Meier, and Tim Beyers: - Review last week's results from Zscaler and Workday. - Predict which of the two will outperform more over the next 10 years. - Tackle investors' pressing Mindset questions. Have a Mindset question you'd want answered on a future show? Reach out to Tim at tbeyers@fool.com. Don't wait! Be sure to get to your local bookstore and pick up a copy of David's Gardner's new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It's on shelves now; get it before it's gone! Companies discussed: ZS, WDAY Host: Tim Beyers Guests: Asit Sharma, David Meier Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices