Schwab Network

Zscaler (ZS) CFO Kevin Rubin outlines how the company achieved 25% revenue growth, driven by robust demand for enterprise-grade AI security solutions. He details Zscaler's strategy for mitigating AI-related cyber threats by reducing attack surfaces and preventing lateral movement within networks.

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"I don't think the Fed should be hiking" in September, says Ted Thatcher on interest rates, arguing that a hike won't shape the inflation picture. A resolution or sharp cooldown in the U.S.-Iran war is what he believes will offer true relief. Ted explains why crude oil prices remain the most important gauge for inflation and ways oil serve as an unsung beneficiary to the AI trade. He offers his outlook for the rest of the year and discusses why the S&P 500 (SPX) would be well above 8,000 if not for the war.

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Morningstar Wealth's Brett Husslein notes Chewy's (CHWY) consistent sales growth and deepened auto-ship penetration despite cutbacks in discretionary pet spending, while casting doubt on Target's (TGT) turnaround strategy. Tom White pairs the bearish Target outlook with a put vertical options trade designed to profit from potential downside.

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Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

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Oracle (ORCL) beat earnings and raised guidance for fiscal 2027, though shares didn't move much from Thursday's close in first hour of Friday's trading session. George Tsilis turns to the key metrics showing signs of strength and the numbers he sees raising caution among investors concerned about CapEx amidst its cloud growth. Dan Deming offers an example options trade for Oracle.

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Friday's CPI showing a slightly hot core number raised expectations for an interest rate between 85% to 90% in September, according to Collin Martin. If inflation remains stays stubborn, he makes the case the next hike will likely begin a hiking cycle. Alexandra Semenova turns to the "psychological levels" she believes lingers over investors, including crude oil prices hovering around $100. While the inflation picture remains heavy, she points to notable resiliency in stocks.

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21shares' Stephen Coltman delves into the divergence within the U.S. economy, where robust government and tech spending contrast sharply with struggling sectors like housing and consumer confidence. He warns this split complicates the Fed's strategy moving forward, even as the market treats the likely rate hike as a one-off.

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Kevin Green tells investors to brace for an interest rate hike from the Fed as markets price in an all but certain chance of it happening. Friday's CPI print, backed by strong energy headwinds from the U.S.-Iran war, are key components KG sees acting as anchors to those predictions. Crude oil continues to hover around $100 while the nationwide average diesel price hits $6 for the first time ever. Preliminary consumer sentiment data released Friday shows adds to a sour tone on the U.S. outlook.

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Orphe Divounguy discusses the "oil story" he sees behind the CPI report and how it firms the inflation outlook. The report comes in the middle of a no hire, no fire job market. It also creates a conundrum for the Fed, which meets next week to decide on whether to hold or raise interest rates for September. Orphe makes the case the FOMC should hold rates next week.

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From high-end furniture to well-known grocery stores, Diane King Hall discusses what RH (RH) and Kroger (KR) earnings say about all income brackets of American consumers. As she explains, both reports showed some weakness in guidance. She turns to the healthcare space after Morgan Stanley downgraded Novo Nordisk (NVO).

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Kevin Hincks calls Friday's CPI report "benign" to kick off the trading session and makes the case that the Fed will not raise interest rates in next week's meeting. The release of the print pulled the 10-year Treasury yield down from its multi-year high. That said, Kevin makes the case the report creates a "real tricky" scenario for the Fed's upcoming decision.

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