Uploaded September 2026 | Updated September 2026, 2 weeks ago
Michael Monaghan will watch for the ongoing health of the AI trade in company earnings like Dell Technologies (DELL), Oracle (ORCL), and ZScaler (ZS). Starting with Dell, he discusses why the company's AI server revenue surge is sustainable long-term. Michael adds that Oracle will show substantial ROI so long as the AI data center buildout continues as planned. Cybersecurity's growing needs in AI acceleration is one key factor he sees lifting ZScaler.
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#dell #oracle #zscaler #economy #finance #investing #marketnews #stock #stockmarket #trading #live #schwabnetwork #orcl #zs #ai #artificialintelligence #hardware #pc #datacenter #chips #credo #crdo #aiinfrastructure #cybersecurity #software #stockcharts #earnings #guidance
Michael Monaghan will watch for the ongoing health of the AI trade in company earnings like Dell Technologies (DELL), Oracle (ORCL), and ZScaler (ZS). Starting with Dell, he discusses why the company's AI server revenue surge is sustainable long-term. Michael adds that Oracle will show substantial ROI so long as the AI data center buildout continues as planned. Cybersecurity's growing needs in AI acceleration is one key factor he sees lifting ZScaler.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - schwabnetwork.com/subscribe
Download the iOS app - apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - vizio.com/en/watchfreeplus-explore
Watch on DistroTV - distro.tv/live/schwab-network
Follow us on X – twitter.com/schwabnetwork
Follow us on Facebook – facebook.com/schwabnetwork
Follow us on LinkedIn - linkedin.com/company/schwab-network
About Schwab Network - schwabnetwork.com/about
#dell #oracle #zscaler #economy #finance #investing #marketnews #stock #stockmarket #trading #live #schwabnetwork #orcl #zs #ai #artificialintelligence #hardware #pc #datacenter #chips #credo #crdo #aiinfrastructure #cybersecurity #software #stockcharts #earnings #guidance
