Schwab Network

"Tomorrow AI agents will be the weakest link": Zscaler CEO on zero trust

9 arguments: why no hyperscaler can secure data spread across dozens of apps, how tuck-in deals cut 12 months to 3, and the data-security unit he says…

Nov 10 • Scuttlebutt

75% of clients use AI, but most still want a human advisor — Schwab CEO

3 takeaways: why Schwab isn't worried AI replaces advisors, a blocked-agent number he calls "very limited," and 10.8 million trades a day

Oct 30 • Scuttlebutt

Retail trades 20-25% of US stock volume, up from 8-10% before 2020, Roundhill CEO finds

9 arguments: how the DRAM memory ETF became the fastest fund to $25B, why "dumb money" is the wrong label, what meme stocks mean now, and the East-West…

Oct 20 • Scuttlebutt

Strategy chairman: probably 620 of the Clarity Act's 630 pages were restrictions

9 calls: why Bitcoin's bear market is over, how daily dividends would change STRC, why Strategy buys back preferred stock instead of Bitcoin, and AI's…

Oct 20 • Scuttlebutt

GE paid 26 times EBITDA for a castings supplier — Brown Gibbons Lang's defense MD

10 insights: Why the primes cannot buy back stock and have to buy companies instead, which unmanned assets are worth owning, and the deal the DOJ made…

Sep 22 • Scuttlebutt

Andrew Kotliar: the Yankees deal is underwritten as cash flows, not as a sports bet

13 insights: Why his firm lends against player transfer receivables, what makes a creator's catalog financeable, and the sports asset he says nobody is…

Sep 15 • Scuttlebutt

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