

Zscaler CEO Jay Chaudhry on Earnings, Intel Breaks Ground on Ohio Chip Factory & Finding Software Consolidation Targets 9/9/22
Sep 9, 2022
Zscaler CEO Jay Chaudhry discusses the cloud security company’s latest earnings beat. Intel breaks ground on its chip factory in Ohio. BMO Wealth Management Chief Investment Strategist Yung-Yu Ma offers his long-term bull case for cybersecurity and enterprise software. Crypto prices rise. Union Square Advisors Co-Founder and President Ted Smith shares his outlook for M&A in software.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Factors Impacting Stock Market and Tech Industry
02:14 • 17min
Intel's New Chip Fabs and Challenges in Ohio
19:22 • 4min
The Importance of Smart Investing and Amazon's Growth Potential
23:29 • 4min
Cryptocurrency Surge and Skybridge Capital Stake
27:51 • 9min
Amazon's Focus on Healthcare Market and Challenges of Inventory, T-Mobile's Share Buyback Program, and Vox Media's Code Conference
36:38 • 2min
TikTok Concerns, Netflix vs Disney, and Goldman's Communicopia Conference Expectations
38:22 • 5min
Decoupling from Chinese Manufacturing, Meta's Responsible Innovation Team, and Upcoming Software Reports
43:26 • 2min