EPISODE · May 26, 2026 · 7 MIN
Luke Lloyd Highlights ZS, INTC, and Beaten-Down Software Plays
from Schwab Network · host Schwab Network
Luke Lloyd sees opportunity in under-owned software and cybersecurity names as the market rotates beyond mega-cap tech. He highlights Zscaler (ZS) and Intel (INTC), along with upside in Sony (SONY), Guidewire Software (GWRE), and HubSpot (HUBS), as AI and stable liquidity support growth.======== 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
What this episode covers
Luke Lloyd sees opportunity in under-owned software and cybersecurity names as the market rotates beyond mega-cap tech. He highlights Zscaler (ZS) and Intel (INTC), along with upside in Sony (SONY), Guidewire Software (GWRE), and HubSpot (HUBS), as AI and stable liquidity support growth.======== 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
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Luke Lloyd Highlights ZS, INTC, and Beaten-Down Software Plays
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